Customer Explorer Active Pane Options                     Open Invoices

Edit Invoice

To Edit an Invoice from the Active Pane, highlight an open Invoice, right-click and select the Edit Invoice option.  The Invoice form will open for editing.  If the User does not have the appropriate permissions, this option will not be available.

Note:  1) I an Invoice has been partially paid or if the accounting period for the Invoice has been closed, a message will display in the Invoice banner stating the accounting data is locked.  2) Job invoices may not be edited; the entire invoice must be credited and re-invoice through the Job Billing process.

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