While not recommended, an invoice can be edited for most invoice types to update items, amounts, or details. Only minimal changes can be made to Direct Ship and Guest Checkout invoices. If additional items need to be added or removed, delete and reenter the invoice. Payments should be posted to the account rather than added by editing the invoice to keep payment history accurate.
Note: It is not recommended to edit an invoice to apply a payment; instead, post a payment to the account, which allows for more accurate recordkeeping (E.g., posting a payment will show the date that the invoice was actually paid instead of the date the invoice was created).
- Open the contact profile and select the Account & Invoice tab.
- Under the Invoice section, select the invoice and either double-click, right-click and choose Edit, or click
.
Additional Information:
- If open, the My WAS form will close automatically when editing an invoice.
- Edit a Direct Ship Invoice