Editing Files in Invoices

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. Open the Invoice Details

• Click anywhere on the invoice line to open its details.

4. Open the Files Tab

• Once inside the invoice details, select the Files tab.

5. Click on Edit Icon

• Next to the file you want to edit, click the Edit (Pencil) icon.

6. Edit File Details

• In the modal that appears, edit the Document Name and Document Description as needed.

7. Save Changes

• Click Save to update the file information.