Documentation: Editing an Invoice

Clicking the Name link for a line on the Invoices list allows you to make modifications to an existing Invoice using the Edit Invoice screen, illustrated below.

 

  1. Click  to export the Invoice as a .PDF file. The following window is displayed, allowing you to open the Invoice in Acrobat Reader and then save it to your computer.

 

  1. Click  to delete the Invoice, if necessary. The system displays a Confirmation window, illustrated below, to ensure that is your intention before deleting the Invoice. Click OK to proceed or click Cancel to close the window without deleting the Invoice.

 

Within the Invoice Details portion of the screen:

  1. Click  to issue an Invoice that has a Status of Pending. The system displays a Confirmation window, illustrated below, to ensure that is your intention before issuing the Invoice. Click OK to proceed or click Cancel to close the window without issuing the Invoice.

 

Within the Customer Data portion of the screen:

  1. Click the Name link to display the Edit Customer screen, where you can make modifications to the Customer’s information. Please refer to the start of the Editing a Customer section of the document for details on modifying Customer information.
  2. Click the Income link to display the Invoices screen, where you can add new Invoices or modify existing Invoices, if necessary. Please refer to the Invoice Tab section of the document for details on Subscription Invoices.
  3. Click the Last Service link to display the Edit Invoice screen, where you can make modifications to or cancel an existing Invoice, if necessary. Please refer to the Editing an Invoice section of the document for details on editing an Invoice.
  4. Click the Amount Due link to display the Invoices screen, where you can add new Invoices or modify existing Invoices, if necessary. Please refer to the Invoice Tab section of the document for details on Subscription Invoices.
  5. Click the Last Payment link (need a payment to be made so that this link becomes active)
  6. Click the Contacts link to display the Editing a Contact screen for the Customer Contact associated with this Subscription, where you can make modifications to that Contact’s information, if necessary.

Within the Add Item portion of the screen:

  1. Enter a Name for the new Invoice item in the Name text field. This is a required entry.
  2. Enter the number of the new Invoice items to add in the Quantity text field. This is a required entry.
  3. Enter the Price for the new Index item in the Price text field.
  4. Enter the Cost for the new Index item in the Cost text field. This is a required entry.
  5. Enter any Tax Amount for the new Index item in the Tax text field.

Within the Invoice Payment Splits portion of the screen:

  1. Click the Add Payment link to add a Payment on this Invoice. Please refer to the Payments Tab section of the document for details on making Invoice Payments.
  2. Click  to save any changes that you have made to the system.

 

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