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Invoice Automate: Editing Invoices Details
Invoice Automate: Editing Invoices Details
Updated over 6 months ago

How to edit invoice details?

To edit any details, simply click on the invoice field of the invoice you wish to update the details and begin typing in the detail you want to add, then click 'Save,' and the details will be updated in the invoice section.

If you are updating multiple fields and sections, or you have an EFT type invoice which needs all the data entered, you will need to enter these changes from the top down:

  • Starting with 'property details',

  • Then 'creditor details'

  • Then 'payment details'.

The 'owner details' will prefill based on the property details.

Once you update the detail, click the save button.

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