Invoices: View and Edit Invoice Details

You can view and update invoice details directly from the invoice record.

View Invoice Details

Steps:

1. Navigate to Invoices
2. Click the Action Dropdown
3. Select View Details

Details Available

• Invoice information – Number, status, client, dates, and terms
• Line items – Description and amount for each item
• Totals – Total, paid amount, and remaining balance
• Activity – History of actions such as creation, client viewing and sending

Edit Invoice Details

Steps:

1. Navigate to Invoices
2. Click the Action Dropdown
3. Select Edit Details
4. Click Edit
5. Update the fields
6. Click Save

Editable Fields

Depending on the invoice, you may be able to update:

• Invoice date
• Due date
• Line Item Description

Notes

• Editing will only be available until invoice is Paid