How to edit an invoice?

Editing an invoice is a straightforward task that can be done in just a few steps. Depending on your preference, there are two effective methods to update your invoices. These options will help you navigate the process smoothly.

Option 1: Using the Action Button

The first way to edit an invoice is by using the Action button. Here’s how you can do it:

1. Go to Invoice & Finance module.

2. Select any of invoice you with to edit.

3. Click 3 dots on the right side.

4. Select “View and edit invoice”.

5. You may change the invoice details.

6. Click “Save” after it is done.
   
   

Option 2: Directly Clicking the Invoice Number

The second method is more direct. If you want to quickly navigate to the invoice, follow these steps:

1. Click on the Invoice Number

2. Edit the Invoice
   
   

  Additional Features on the View & Edit Invoice Page

Once you're on the View and Edit Invoice page, there are some additional functionalities that make managing your invoices even easier:

• Save and Make Payments
  After editing the invoice, you can not only save the changes but also proceed to make payments directly from the same page. To do this, click the Save & Create Payment button. By clicking the Save & Create Payment button, you will be directed to the Create Payment page where you can issue a payment receipt for the invoice.
  
  

• Invoice Issuer Information
  On the View and Edit Invoice page, you will also see who created the invoice under the Invoice Created By column. This column will show whether the invoice was generated by the system or manually created by a user.

Additional Notes: 

• The parents will receive the latest invoice in their app after you edit the invoice. 

• You also can add other payment items in “Extra Invoice Details”.