How to edit an invoice

To edit an invoice, locate the Invoices module, which may be on the modules bar on the left, or within the ‘More’ side modules bar:

Once in the invoices module, click into the invoice by selecting the colored status bar. In this example, editing will be done on an overdue invoice:

Once the invoice is within view, select the downward-facing triangle, found next to the ‘Send via email’ option. This will open up a dropdown menu, containing the edit function:

Editing the invoice will bring the user back to the invoice creation screen, where any changes can take place: