All invoices except for Direct Ship or Guest Guest Checkout can be edited if necessary. Due to the complexity of Direct Ship and Guest Checkout type invoices, those invoice types must be deleted and re-entered if a change needs to be made.
To edit all other invoice types, There are a couple of different ways to edit an invoice from the contact profile that will allow you to make corrections to the invoice.
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 .