Editing an invoice

The created invoice card can be edited while it is in the "Draft" status or "Pending Approval".

  1. From the main navigation menu on the left click on BILLING.  
  2. Go to the Draft or Pending Approval folder.
  3. Click on the field with the invoice number to open the card.
  4. Make changes: edit the number, specify the date, add a discount, specify the primary and secondary taxes, as well as the second tax regime.
  5. Check the boxes next to each line of which tax to include in the bill.
  6. The system will automatically generate an account for the new parameters: taking into account the total amount of expenses, taxes and discounts.
  7. To save the changes, click on the Update button in the bottom right corner.