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Invoice Management in Admin

Summary

This guide explains how to manage and review invoices within the Admin section, including viewing, editing, and deleting invoices for the system.

In this article

  • Before you begin
  •  Step 1: Access the Invoice Management section
  •  Step 2: View an invoice
  • Step 3: Edit an invoice
  • Step 4: Delete an invoice

Before you begin

  • Ensure you have Admin permissions to manage invoices.
  • Familiarise yourself with the invoice data that may be required for editing or reviewing.

Step 1.Access the Invoice Management section

  1. Navigate to the "Admin" section from your main dashboard.
  2. Select "Invoices" or "Invoice Management" from the available options.

Step 2. View an invoice

  1. In the Invoice Management section, locate the invoice you want to view.
  2. Click on the invoice to open its details.
  3. Review the invoice data, including the amount, date, description, and VAT details.

Step 3. Edit an invoice

  1. Locate the invoice you wish to edit from the list.
  2. Click on the invoice to open its details.
  3. Click the "Edit" button to make changes.
  4. Modify the fields such as amount, description, VAT number, etc., as needed.
  5. After making the changes, click "Save" or "Confirm" to update the invoice.

Step 4. Delete an invoice

  1. Locate the invoice you wish to edit from the list.
  2. Click on the invoice to open its details.
  3. Click the "Edit" button to make changes.
  4. Modify the fields such as amount, description, VAT number, etc., as needed.
  5. After making the changes, click "Save" or "Confirm" to update the invoice.

Frequently Asked Questions (FAQ)

1. Can I add new invoices in the Admin section?

The Admin section is primarily for managing and reviewing invoices. New invoices should be added by users with the appropriate permissions.
 

2. Can I undo the deletion of an invoice?

No, once an invoice is deleted, it cannot be recovered. If needed, you will have to re-enter the invoice manually.

3. Can I edit the invoice details after it has been approved?

 Editing options depend on your platform’s settings. Typically, invoices can be edited as long as they are not in a final or locked  state.

4. Who can view invoices in the Admin section?

Only users with Admin permissions or those assigned the appropriate roles for viewing invoices can access this section.