› Invoices › Edit an invoice

Edit an invoice

  1. In any invoice list, select the <Invoice Number> to edit.

    The Invoice Overview page appears.

  2. To update the header information, select the <Invoice Number> again to open the Edit Invoice Header page. See Invoice Header pages. Edit the header information and press Save.

    The system saves the updated information and returns to the Invoice Overview page.

  3. To update line information either:

    • If you are automatically generating lines using a Distribution Set, you must remove the Distribution Set before assigning a new one or manually adding lines (see Create invoice lines). Click the trash barrel icon to delete the line.

    • If you manually entered invoice lines, select the <line number> to edit. See Edit invoice lines.

  4. Enter new invoice lines as needed. See Create invoice lines.