Edit an Invoice

Editing invoices is essential for maintaining accurate and up-to-date billing records. This feature enables users to make necessary changes to invoices based on updates in services provided, billing terms, or client requirements, ensuring that invoices accurately reflect the agreed-upon terms and facilitate transparent and efficient billing processes.

Pre-conditions to use the Feature:

  • Users must have an account in AgencyHandy.

  • Users must be a part of an agency.

  • Users must be Super Admins/Admins of the Agency to edit an invoice.

  • At least one invoice must exist.

  • The invoice must be in draft status.

Steps to Use:

  • Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

  • Navigate to Invoices: Locate the "Invoices" section in the dashboard menu.

  • Select Invoice to Edit: Choose the specific invoice you want to edit from the list of existing invoices. Tick it or click it.

  • Access Editing Options: Look for an option named "Edit" to edit the selected invoice.

  • Modify Invoice Details: Make the necessary changes or updates to the invoice information, such as billing details, service descriptions, quantities, rates, or payment terms.

  • Review Changes: Review the modified invoice details to ensure accuracy and completeness.

  • Save Changes: Once all necessary modifications are made, save the changes to update the invoice in the system.

  • Communicate Updates: If applicable, communicate any changes or updates to the invoice to relevant stakeholders, such as clients or finance departments, to ensure alignment and transparency.

  • Track Invoice Status: Monitor the status of the updated invoice, including any changes in payment status or overdue status, to facilitate timely follow-up and payment reconciliation.

Important Notes:

  • An invoice can only be edited in "draft" status.

  • Only an agency can edit an invoice.

Last updated