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How Do I Edit an Invoice?

APPLIES TO:  Invoices, Estimates Sales Receipts, Sales Orders

 

To edit an invoice:

  • Tap Home, Invoices.
  • A list of existing invoices displays.  Search for the one you want, then tap on it.
  • The Saved Invoice displays and the Action Bar slides out from the right.  To edit the invoice, click on the Edit button.
  • Make your changes and press the Save button to save your updated invoice.

Editing the Payment Terms, Invoice Number or Invoice Date:

  • Click on the Blue Bar with the title Invoice Information
  • When you have finished with your changes, press the Done button.
  • To exit without saving your changes, press the Back button.

Editing your Products/Services

  • To create a new product/service and add it to your invoice, click on the green Plus button on the blue bar with the title Products/Services.
  • To add an existing product/service to your invoice, click on the green List icon on the blue bar with the title Products/Services
  • To edit an existing product/service, click on the name of the product or service.
  • To delete an existing product/service, click on the trash can next to the item you want to delete.

Editing the Tax Rate

  • To create a new tax rate and add it to the invoice, click on the Plus icon on the blue bar with the title Tax Rate.
  • To select a different tax rate click on the List icon on the blue var with the title Tax Rate.
  • Tax is only applied to items that are marked as Taxable. 

Adding Pictures or Audio

  • To add pictures to the invoice, click on the Camera icon at the bottom of the Edit Invoice page.  This icon also appears at the bottom of the Saved Invoice page. 
  • To add audio to the invoice, click on the Microphone icon at the bottom of the Edit Invoice page.  This icon also appears at the bottom of the Saved Invoice page.

Editing Comments

  • To add or edit an invoice comment, click on the blue bar with the title Comments. 
  • 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 and scroll to the bottom of the page.
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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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