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Article

Changing Payment Information from an Invoice

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Summary
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Previous: Updating Payment Information

  • Click on “Invoices” from the tabs to get to the invoice list view.

Invoices 1.jpg

  • Click on the link of the invoice that needs to be updated with a different payment information.

Invoice Edit 1.jpg

  • Click Edit on the invoice Detail page.

Invoice Edit 2.jpg

  • Click on the search icon next to Payment Information field to look up available records and select the right one.

Invoice Edit 4.jpg

  • Click Save.

Invoice Edit 5.jpg

  • Preview the invoice to verify all the information before emailing it to the client.

Invoice Preview.jpg

Invoice Preview 2.jpg

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