How to Edit and Copy Invoice?

Create an Invoice and click on Approve button then it will navigate to Invoice Listing Page. From the Invoice listing page open the Invoice in view mode which is having status of Awaiting Receipt. Click on Invoice Options. The following list will appear:

• Generate IRN
• Void
• Delete
• Copy Invoice
• Edit
• Add Credit Note
• Allocate Credit
• Payment Link

Click on Edit from the dropdown list box.

After clicking Edit, Invoice will open in Edit Mode. You can update the Invoice accordingly i.e. Invoice Number, Quantity, Unit Price, etc. After that click on Approve button.

After that a message will appear as “Invoice updated successfully” with OK. Click on “OK” button then it will navigate to the Invoice listing page.

Create an Invoice and click on Approve button then it will navigate to Invoice Listing Page. From the Invoice listing page, open the Invoice in View mode which is having status of Awaiting Payment in View Mode. Click on Invoice Options. The following list will appear:

• Generate IRN
• Void
• Delete
• Copy Invoice
• Edit
• Add Credit Note
• Allocate Credit
• Payment Link

Click on Copy Invoice

A new Invoice will open with existing copied Invoice data. If you want to change any field, you can change the same.

You can save the Copied Invoice in the following 3 types:

• Save as Draft
• Save and Submit for Approval
• Save as Approve

After saving the Invoice, it will navigate to the Invoice listing page.