Edit A Invoice Payment

Once a payment has been recorded against an invoice and the invoice has been marked as paid you can now simply edit the payment details at any time if required. 

To edit the payment on a invoice:
Select the invoices > Select the payments tab within the invoice

Once you have selected the payments tab you will see all payments applied to the invoice. 

Select the payment itself or select the 3 dots to the right of the payment


Select >edit

You will then see a pop up where you can edit the payment. Make any required edits such as payment amount and date/currency and select save once done.

Any changes made will now be reflected against the invoice.


Invoice details tab shows the updated/edit payment

You will also see via the dash the invoice status will update showing the changes

You can also mark a invoice as outstanding via the more actions option to the right of the invoice > mark as outstanding


💌  Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌

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