Editing Notes on 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. Open the Invoice Details

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

4. Go to the Notes Tab

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

5. Click the Edit Icon

• Next to the note you wish to edit, click the blue pencil icon.

6. Edit the Note

• A modal will pop up allowing you to edit the Subject and Body of the note. Make your changes.

7. Save the Changes

• Once you've made the necessary edits, click the Save button to update the note.