Editing an Invoice

Editing an Invoice

  1. From the Closed Deals tab, select the deal and then click on the tab.

  2. You can also open the Invoice from the Invoices tab.
  3. Click on the invoice number from the Invoices table.

  4. Click the pencil  in the field you’d like to edit (example: Invoice Template), and make the changes.

  5. When finished, click.

    You can then preview and send the invoice.
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