While not recommended, an invoice can be edited for most invoice types to update items, amounts, or details. Only minimal changes can be made to Direct Ship and Guest Checkout invoices. If additional items need to be added or removed, delete and reenter the invoice. Payments should be posted to the account rather than added by editing the invoice to keep payment history accurate.
Note: For payments made after the invoice has been saved, we recommend posting the payment to the account. This enables more accurate record-keeping (e.g., posting a payment will display the date the invoice was paid, not the date it was created).
Locations:
Contact List
To edit an invoice from the contact list, search to locate the contact. Then, from the profile slideout, select the Invoices section to expand it. Locate the invoice, then double-click it to open it. When finished editing, select Save.
Contact Profile
To edit an invoice from the contact profile, select the Account & Invoices tab. Under the Invoices section, double-click on the invoice to be edited. When finished, select Save.
