It is possible to change invoices that have already been sent to customers.
NOTE: If a customer has made a payment to their invoice, or has left a deposit, you will only be able to change dates (like the Balance Due date). You can only change details of an invoice (like commissioned staff or product quantities) that has not had any payments made.
At the bottom right corner of the Sale screen, tap Transactions.
In the Transactions screen, search for the customer’s transaction.
Once you locate the transaction, slide it from right to left, revealing the Cancel, Refund, Deposit, and Edit buttons.
NOTE: The Refund button will only appear if you have made a payment or payments to the invoice.
Tap Edit.
An Information popup appears.
Tap OK on the popup.
Tap Edit at the bottom of the right pane.
Make your changes as necessary.
Tap Save in the top right corner of the screen.
Tap the Receipts tab at the top of the right pane.
Select your method of resending the invoice to the customer:
● To send the invoice via email:
a. Tap Email.
NOTE: If no payment has been made to the invoice, proceed to step c.
b. Tap Email Invoice.
The Email Invoice popup appears.
c. Use the on-screen keyboard to enter the customer’s email address and tap Return.
OR
Confirm the customer’s email address and tap OK.
d. Proceed to step 11.
● To send the invoice via SMS text:
a. Tap SMS.
NOTE: If no payment has been made to the invoice, proceed to step c.
b. Tap SMS Invoice.
The SMS Invoice popup appears.
c. Use the onscreen numberpad to enter the customer’s mobile number and tap the checkmark button.
OR
Confirm the customer’s mobile number is correct and tap OK.
d. Proceed to step 11.
When the confirmation appears that the invoice was sent successfully, tap OK.
Tap < Back at the top of the right pane.
Repeat steps 2 – 12 as necessary to change sent invoices.