6.7 Billing: Editing an Invoice View

Updated Jun 18, 2020

Once you create an invoice, you can still edit it. Invoices in Approved and Approved & Distribute cannot be edited. In the event where a user made an mistake, the user must delete and re-generate the invoice.

  1. Edit: Select this option in the draft status or from the preview when all validations are completed.
  2. Summary: The details of the invoice.
    • Bill To: The account that will be billed.
    • Bill From: The billing information of the company.
    • Number: Invoice number. This can be changed if needed.
    • Contract: The contract associated with the invoice. This can be changed if needed.
    • Date: The date of the invoice.
    • Due Date: The due date of the invoice.
    • Period Start: The start of the invoice period.
    • Period End: The end of the invoice period.
  3. Invoice Lines: The details of the invoice.
    • Bill Item: The bill item that is associated with the price-tier.
    • Line Memo: The name of the price-tier.
    • Items: The number of items.
    • Quantity: The quantity of the bill item.
    • Rate: The rate of the bill item.
    • Subtotal: The quantity time rate, the cost before taxes.
  4. + button: Click this option to edit the current bill item.
    • Bill Item: The bill item can be changed.
    • Line Memo: The line memo can be changed.
    • Quantity: The quantity can be changed.
    • Rate: The rate can be changed.
    • Service Date: The service date can be changed.
    • Service Location: The service location can be changed (Site).
  5. + Add New Item to this Line: Will add a new billable charge under the current selected item
    • Bill Item: The bill item can be changed. By default, it will be the bill item from the bill item that has been selected to add a new item to this line.
    • Line Memo: The line memo that can be filled out.
    • Quantity: The quantity that can be applied.
    • Rate: The rate that can be applied.
    • Service Date: The service date that can be applied.
    • Service Location: The service location can be changed (Site). By default, it will be the service location from the bill item that has been selected to add a new item to this line.
  6. + / +: Select this option to apply a new bill item.
    • Bill Item: The bill item to apply.
    • Line Memo: The line memo that can be filled out.
    • Quantity: The quantity that can be applied.
    • Rate: The rate that can be applied.
    • Service Date: The service date that can be applied.
    • Service Location: The service location can to be applied (Site). 
  7. Invoice Memo: This can be changed to add a new invoice memo other than the default one.
  8. PO Number: This can be changed. The PO number is from the selected contract.
  9. Subtotal: The subtotal of the current invoice including the changes if any. This does not contain any taxes. Taxes will be applied later.
  10. Language: Select a different language.
  11. Save as Draft: Select this option to save the invoice in the Draft status.
  12. Approve: Select this option to save the invoice in the Approved Status.
Previous Article 6.6 Billing: Prepare in Batch
Next Article 6.8 Billing: Record an Invoice Payment or Reverse a Payment

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