This guide is useful for anyone who needs to make multiple edits to line items on an invoice and wants to learn how to do so efficiently. Following these steps will allow users to easily make changes and save time.
Prerequisites:
Before you begin, ensure you have the following:
Permission to access and manage Invoices.
Step by Step instructions
Step 1: Login
Login to your account and go to the "Invoices" section.
Open the invoice that you want to edit.
Step 2: Edit
Click on the "Line items" section adjacent to the invoice section.
Click on the Multi-Edit option. This will open a preview screen where you can view the invoice and make changes simultaneously.
You will view fields to make changes to.
Step 3: Save changes
After editing the field/s, click on "Save Changes" to retain the modifications.
Save your changes or click on the "Submit Invoice" option.