Edit an invoice
9 steps
Adoreal
1
An invoice remains editable until its service date has passed, regardless of whether any payments have been made against it or if the due date has passed for an instalment. The padlock icon next to it shows this status at a glance — locked or not.
2
That same status carries through to the invoice itself: opening a locked one displays a banner confirming it's no longer editable.
3
If the invoice is still open, click on it to edit it.
4
Click "More actions" and then "Edit"
5
You can edit units, unit price and adjust discounts.
6
You can also delete services and products or add new ones.
7
The payment terms and instalments can also be adjusted. Any payments already made stay intact, with the outstanding balance adjusting automatically to reflect them.
8
Once ready, click "Save"
9
Then, review the edited details and click "Save"
Edit an invoice
9 steps
Adoreal
1
An invoice remains editable until its service date has passed, regardless of whether any payments have been made against it or if the due date has passed for an instalment. The padlock icon next to it shows this status at a glance — locked or not.
2
That same status carries through to the invoice itself: opening a locked one displays a banner confirming it's no longer editable.
3
If the invoice is still open, click on it to edit it.
4
Click "More actions" and then "Edit"
5
You can edit units, unit price and adjust discounts.
6
You can also delete services and products or add new ones.
7
The payment terms and instalments can also be adjusted. Any payments already made stay intact, with the outstanding balance adjusting automatically to reflect them.
8
Once ready, click "Save"
9
Then, review the edited details and click "Save"
