Editing an Invoice

1. Navigate to the Invoices Section

• Go to the Billing section in the left pane and click on Invoices.

2. Click on the Open Invoices Tab

• At the top of the page, click the Open Invoices tab to view the list of Open Invoices.

3. Locate the Invoice

• Find the invoice you want to edit from the list and click the blue pencil icon under the Actions column.

4. Edit Payment Amount

• In the Pmt. AMT field, update the payment amount.

• To mark the invoice as fully paid, set the Pmt. AMT to match the Total AMT and click Save.

• If you received a partial payment, enter the partial amount in the Pmt. AMT field and click Save.

5. Invoice Status

• If the Pmt. AMT equals the Total AMT, the invoice will automatically be marked as Paid.

• If a partial payment is entered, the invoice will remain Open until fully paid or manually closed.