Editing or Deleting Items from Invoice

Editing or Deleting Items from Invoice allows users to make adjustments to invoices, such as adding, modifying, or removing items. If the invoice is locked, an administrative user must first unlock it to enable editing. Once unlocked, users can add new items, edit existing ones, or delete items directly within the invoice. This ensures that any necessary changes can be made before finalizing the invoice. This functionality provides flexibility in managing invoice content while maintaining control over final invoicing.

Prerequisites: Authorised Users.

Instructions

1. If the invoice is locked, first an Administrative user will need to unlock it by clicking the Invoice Actions button in the top right of the page, followed by clicking Unlock Invoice.
   
   
   
   
   
   
2. Once unlocked, the Invoice page will return to an editable state with all functions available.
   
   
   
   
   
   
3. You are able to add items as laid out in Creating Invoices Link (Coming soon)
   
   
   
   
4. To delete or edit any items already on the invoice, locate the item you wish to edit and click on the item in the Product/Service column to reveal the dropdown menu, Edit, Discount or Delete.
   
   
   
   
   
   
5. Once all required actions are performed, you may lock the invoice. Please see Creating Invoices for full instructions.