Edit an Invoice

Direct Ship and Guest Checkout invoices require deletion and re-entry for any modifications. All other invoice types can be edited directly from the contact profile. Also, note that the My WAS form will close automatically during invoice editing if it's open.

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). 

1. Open the contact profile and select the Account & Invoice tab.
2. Under the Invoice section, select the invoice and either double-click, right-click and choose Edit, or click .

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Additional Information:

• Edit Direct Ship Invoices
• Contact Profile: Account & Invoice Tab