How to Update an Invoice

Once an Invoice is created, any edits should be made through the Update button located on the Invoice screen. This button allows you to edit the Contact field as well as update the various other fields on the line item level.

Although some updates can be changed directly from the Invoice screen, these updates will not appear on the individual Product Line Items. Therefore, using the Update button is recommended so that changes are updated on the entire quote.

1. On the Finances tab, in the Invoices group, click Manage. The Invoices Data Management Center will appear.

2. Double-click on the Invoice you would like to open.

3. Click the Update button located in the toolbar. The Invoice Update screen appears.

Figure: Invoice Update Screen

4. In the New Value column, enter the new Contact ID, Date, Sales Rep, Tax Rate, Discount Rate and/or Sales Opp/Project information as necessary.

5. Click the Update Transaction(s) and Exit button.
How to Update an Invoice

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1. On the Finances tab, in the Invoices group, click Manage. The Invoices Data Management Center will appear.

2. Double-click on the Invoice you would like to open.

3. Click the Update button located in the toolbar. The Invoice Update screen appears.

4. In the New Value column, enter the new Contact ID, Date, Sales Rep, Tax Rate, Discount Rate and/or Sales Opp/Project information as necessary.

5. Click the Update Transaction(s) and Exit button.
How to Update an Invoice

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Articles in this section

1. On the Finances tab, in the Invoices group, click Manage. The Invoices Data Management Center will appear.

2. Double-click on the Invoice you would like to open.

3. Click the Update button located in the toolbar. The Invoice Update screen appears.

4. In the New Value column, enter the new Contact ID, Date, Sales Rep, Tax Rate, Discount Rate and/or Sales Opp/Project information as necessary.

5. Click the Update Transaction(s) and Exit button. How to Update an Invoice

5. Click the Update Transaction(s) and Exit button.
How to Update an Invoice