Edit Invoice Screen

The Edit Invoice screen will display any time you click on an invoice record. This screen is for editing invoice details and viewing any information that is relevant to that invoice. You can also add payments from this screen.

If any changes are made on the Edit Invoice screen, you will want to click the Save button either in the top right or the bottom left of the page to ensure the information is saved. To delete the invoice just click the Delete button.

On this screen, click the Actions button to pop up a preview of what the invoice will look like and you can either print, email, or download the invoice from there. Click Cancel to close that window.

Click the Activity Log button to see any changes that were made, the time/date they were made, and the user who made them.