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Editing an Invoice

How to make changes to a generated invoice

Updated over 2 weeks ago

You can only make changes to a generated invoice when no payments have been

entered against the invoice.

Customer Details

  • Click the […] button in the Customer Details section at the top.

    • Select the Edit Customer Details option to edit the customer’s details.

    • Select the Change Customer option to change the customer on the invoice.

Vehicle Details

  • Click the […] button in the Vehicle Details section at the top.

    • Select the Edit Vehicle Details option to edit the vehicle details.

    • Select the Change Vehicle option to change the vehicle on the invoice.

Additional Actions

  • Edit Internal Job Notes.

  • Add or Update Vehicle Reminders.

  • Edit Booking Date/Time.

  • Edit details in the Scheduler.

  • Create an Estimate from the Job.

  • Print Job Card.

  • Add, edit, or remove postings from the job.

  • Add, edit, or remove services from the job.

  • Edit Invoice Note(s).

📝Note: After an invoice has been generated you cannot edit readings (odometer, hubometer or hours)

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