How to Edit a Quote or an Invoice
This tutorial provides step-by-step instructions on how to make changes to a quote or invoice.
Last updated
This tutorial provides step-by-step instructions on how to make changes to a quote or invoice.
Last updated
Note: A quote or invoice can only be edited if no payment has been recorded.
Click on "Sales & Orders" from the side menu and click on "Sales". This will take you to the Sales page.
Find and click on the quote or invoice you want to edit. This will take you to the details page.
Scroll to the bottom and click on the three dots button next to the Share button.
Click on "Edit Sale" from the dropdown to open the edit form.
Fill out the form to make changes.
Save your changes.
If you provide the customer's phone number or email, you can check a box to send them an alert about the quote or invoice. This alert will include a link that the customer can use to view the invoice, receipt, or quote.