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

Deposits, part-payments and refunds

Request deposits, enter 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. 

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.