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Edit Invoice in Admin

Summary

This guide explains how to edit an existing invoice in the Admin section, including updating the invoice name, accounting code, and accounting code name.

In this article

  • Before you begin
  • Step 1: Access the invoice to edit
  • Step 2: Edit invoice details
  • Step 3: Save the changese

Before you begin

  • Ensure you have Admin permissions to edit invoices.
  •  Make sure you have the necessary details to update the invoice (e.g., name, accounting code).

Step 1.Access the invoice to edit

  1. Navigate to the "Admin" section from your main dashboard.
  2. Select "Invoices" or "Invoice Management" to view the list of invoices.
  3. Locate the invoice you want to edit.
  4. Click on the 3 dots (options menu) next to the invoice.

Step 2.Edit invoice details

  1. From the dropdown menu, click "Edit".
  2. Edit the name of the invoice as needed.
  3. Update the accounting code associated with the invoice.
  4. Edit the accounting code name to reflect any changes.

Step 3. Save the changes

  1. After editing the invoice details, click "Confirm" to save the changes.
  2. The updated invoice will be saved and reflected in the system.

Frequently Asked Questions (FAQ)

1. Can I undo the changes made to an invoice?

Once the changes are saved, they cannot be undone. It’s best to double-check the details before confirming.
 

2.Can I edit any field in the invoice?

You can edit the invoice name, accounting code, and accounting code name. Other fields may be restricted depending on the system settings.

3. What if I can’t find the invoice to edit?

 Ensure you are in the correct section and have the proper permissions. If you still cannot find the invoice, contact your admin.