How to add or edit an invoice

Adding a New Invoice:

From the invoices page, click the "+ Add" button.

Once all pertinent data has been completed, hit “Submit”.

Editing an Existing Invoice

From the main invoices page, you can edit an existing invoice one of two ways.

Your first option is to select the pencil edit icon at the far right of the grid view.

Additionally, you can view the invoice by clicking on the invoice number link or the view icon on the right of the grid.

From there, you can then edit the invoice by clicking on the "Edit Invoice" button at the top right.

Make your changes in the modal window and click "Submit" when you have made your changes.