How do I edit an Invoice? : Formitize Help Desk

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How do I edit an Invoice? Print

Modified on: Fri, 22 Apr, 2022 at 12:41 PM

To edit Invoices using the Management Portal,

Select CRM from the top menu bar
Select Invoices from the drop-down menu.
Select Edit on the Invoice you would like to change.

To Edit Invoices using the App,

Select the Accounts icon.
Select the Invoices icon.
Select the Invoice you would like to Edit.
Scroll to the bottom and select the green Edit button.

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