Editing an incomplete invoice

You can edit incomplete invoices. Pending or accepted invoices can be reviewed for accuracy. To edit a pending invoice, undo it first. To edit an accepted invoice, reject it first.

To edit an incomplete invoice, follow these steps:

1. In the invoices list, tap the incomplete invoice you want to edit.

   

2. Tap the opened invoice card.
   Result: the Invoice screen appears:
   
3. You can edit the following data:
4. Tap the MOP field to change method of payment (MOP) applied in the invoice. You can select one of the following MOPs:
5. Check
6. Credit
7. Cash
8. If you selected the Check MOP, tap the Check # field to change the check number.
9. Tap the Invoice Cost field to change the invoice cost.

4. To edit the invoice items, tap Items on the Invoice screen.
   

   If no items were added to the invoice while creating it, the Add Items button appears instead.

   
   Result: The Items screen appears: 

   
5. On the Items screen, you can do the following:
6. You can edit the Calculated Cost, Neg.Cost and Invoice Cost values.
7. To add a new item, tap New Item. Follow Adding a new item to an incomplete invoice for instructions on adding items to invoices.
8. To edit an item, tap its card and then tap the opened card.
9. To delete the item from the invoice, swipe left the item card.