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Web Dashboard: How Do I Edit an Invoice?

APPLIES TO:  Invoices, Estimates Sales Receipts, Sales Orders

 

A. To edit an invoice:

1. From your computer, log into the InvoiceASAP Web Dashboard.

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2. Click on Invoices.

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3. Click the Pencil icon to edit an invoice.

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4. Type in new customer name or select from existing customer list. 

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5. Add Jobs/Locations.

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B. Editing the Invoice Number,  Invoice Date, Payment Terms, or Classifications:

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C. Editing your Products/Services

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D. Selecting a different Tax Rate

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E. Editing Comments

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If you have a comment that you want to appear on all invoices, go to the Dashboard at http://manage.invoiceasap.com. 

Click on Edit Settings > Document Settings > Default Comment 

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1 Comments

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    Trycho

    I have an invoice that shows "paid" but it's not as the transaction did not complete at wepay.  How do I edit the invoice to show "not paid".  I've searched all the options on the edit page and none let me change that.  I also have to cancel the order if the customer doesn't decide on an alternate way to pay in the next couple of days and I'm not seeing a cancel option either.  I do see delete.... but by now, the customer has printed a copy of the invoice that says he "paid". 

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