How to make edits to fields on a Sent Invoice?

Summary / Introduction

Learn how to modify the billing address on an invoice that has already been sent to a customer, ensuring the correct company information is displayed.

Step-by-Step Instructions

1. Step One: Navigate to the sent invoice

2. Step Two: Click on "Need to do something else?"

3. Step Three: Select "adjust invoice item(s) or total"

4. Step Four: Edit the billing address field with the correct company information

5. Step Five: Resend the invoice to the customer if needed

Tips & Best Practices

• Tip #1: Double-check the company information before resending the invoice to avoid multiple revisions

• Tip #2: Consider updating the default billing address settings on the customer business information page for future invoices if this is a recurring customer