• Find your invoice

  • Select Edit in the Actions column of the invoice you wish to make changes to

  • Once the Invoice is open, find the line item you wish to edit and select Edit Amounts

  • If the Invoice has already been approved and issued you will be prompted that a Credit Note needs to be created.

  • Select Credit Invoice - The Invoice will be credited and a new Invoice created and opened

  • You may now edit the line item amounts and / or tax rates

  • Click Update to finish.

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