Editing Invoices

After creating an invoice in CRM for business, you may need to make edits or perform various actions related to the invoice. The section below explains how to go about these tasks:

Editing Invoices

(1) Edit Invoice: To edit an invoice, click on the “Edit Invoice” button. This will switch the invoice from viewing mode to editing mode.

(2) Delete Invoice: Deleting an invoice will have the following effects:

  • Payments associated with the invoice will be deleted.
  • Any notes attached to the invoice will be deleted.
  • Expenses billed on this invoice will be detached and marked as not invoiced, allowing them to be included in other invoices.
  • Billed hours (e.g., time tracking hours) will be detached from the invoice and marked as not invoiced, enabling them to be billed in other invoices.

(3) Download Invoice: Use this button to download the invoice in PDF format.

(4) Clone Invoice: This feature allows you to create a duplicate copy of an invoice, which can then be associated with any client or project. Note that payments and recurring settings will not be cloned.

(5) Recurring Settings: This feature allows you to configure the invoice as a recurring one or to stop it from recurring. For detailed information, refer to the recurring invoices section.

(6) Add a Payment: Manually add payments to the invoice. Payments from enabled payment gateways (e.g., Stripe, PayPal) are automatically added.

(7) Email Invoice: Resend the invoice to the customer using this feature. It sends the same email as the one used when initially publishing the invoice.

(8) Publish Invoice: When you create an invoice, it starts in “Draft” status, making it invisible to the client. After editing, you can publish it. Publishing triggers an automatic email to the customer with the attached invoice, making it visible to the client.

(9) Set Invoice Dates: This option allows you to configure invoice dates.

(10) Add New Blank Line: Create a new blank line for pricing or billing purposes.

(11) Add New Time Line: Use this feature if you are billing for specific time (e.g., hours/minutes). These are ad-hoc hours, different from those recorded using the time tracking feature.

(12) Product Item: Build a database of commonly billed items for quick selection when creating an invoice.

(13) Bill An Expense: Use this feature to invoice clients for expenses incurred on their projects (e.g., web hosting charges, materials costs).

(14) Bill Hours Worked: Invoice clients for time spent on project tasks, recorded using the time tracking feature.

(15) Terms & Conditions: Default terms and conditions can be modified through the dashboard settings section. You can also change them on a per-invoice basis.

(16) Tax Rates: Various tax rates are created in the dashboard settings section and can be applied to invoices. Multiple tax rates can be applied.

(17) Discounts: Apply either a fixed or percentage-based discount.

(18) Invoice Notes: Save internal notes that are not visible to the client.

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