Editing an Invoice
Ready for Client to pay: This is toggled on (as shown below) when you are ready to invoice your client.
Public Note: Leave a note for the client by selecting the Public Note option.
These notes are anything you want to include on the invoice that is not already part of the invoice header/footer that is set in your studio settings.
Once your notes are entered select Save.
Attachments: attach supporting documents by selecting Add files then upload any documents you want to include with the invoice.
We find time tracking PDF reports work perfectly here.
You can drag and drop files into the area indicated below.
Another option is to select Media gallery. It will open your computer files and you can Select files you would like to upload.
If you wish to rename any files, click on the three dots on the right of the file and select Edit File Name. Once you are done, you will click Save.
Hit Select and the files will be included under Attachments
Once you have uploaded the files you will have 2 options on the right of each file. The pencil is if you want to Edit File Name. While the "-" is if you would like to remove the file and Delete the image.
You cannot edit the items within an Invoice if it is marked as "Ready for client to pay" - Toggle off the "Ready for client to pay" to edit any items and toggle it back on again!
You cannot edit the items within an Invoice once it has been marked as paid. This includes partial payments. If you need to change a product name, you can do so within the Product Catalog which will automatically change the name within the Invoice.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.