Editing an Invoice

Permissions needed: Edit Invoices

An invoice can be edited on either the account or event financials tab.

  1. Go to the invoices section on either:
    • Account details page > Financials.
    • Event details page > Financials > Invoices.
  2. Click an invoice to open its details slider.
  3. In the details slider, click the edit pencil icon.
    If you don't see the edit pencil icon, the invoice has been sent. It must be marked as not sent before you will be able to edit it. As marking an invoice unsent is a specific permission, you may not see that option.
  4. In the slider, edit the invoice information as needed. You may:
    • Update the billing contact, due date, purchase order number, or invoice template.
      You may not edit the billing account. If the invoice was created using the wrong account, it will need to be removed and created with the correct account.
    • Edit the events included in this invoice (click the edit pencil icon by Events).
    • Edit the charges included in this invoice (click Select Charges by the event name).
    • Allocate credits and payments, change their allocations, or remove them from the invoice (click the edit pencil icon by Payments or Credits). If a Payments or Credits section does not appear, there are no available credits or payments on the account.
  5. When you have completed all edits, click Save.
  6. Your changes will be saved and the invoice document will be regenerated.

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