Invoice editing

Save time, reduce admin

Invoice Editing

Edit your invoices by tapping the blue text to edit…

The editable fields are:

  • Header, body and footer text
  • Title (choose between Quote, Invoice, Reminder and Paid)
  • Invoice number
  • Invoice date
  • Deposit amount
  • Payment due date

 

Deposits, part-payments and refunds

Request deposits, log part-payments and record refunds.

To add a deposit to an invoice: open the invoice, scroll down to the deposit field and tap it. Enter the deposit amount and tap SAVE

To log a part-payment return to the invoice and tap the PART PAY button. Details of the part payment will appear with the deposit amount automatically filled in. You can change this if required. Tap SAVE to log the payment.

To log the balance payment, return to the invoice and tap the PART PAY button. A window will appear with the balance amount automatically filled in. Tap SAVE to log the payment.

Tip: To make a quick payment tap the PAID button.

Tip: To edit or delete a payment tap the payment row.

Tip: To log a refund tap the PART PAY button and enter a negative amount.