How to Modify Payment Details in Invoices App?

Updated on April 18, 2018 10:53PM by Admin

Steps to Modify Payment Details

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on "By Status" and select "Paid" from left navigation panel.
    View By Status 
  3. You can view all paid invoices in the dashboard.
    Paid Dashboard
  4. Click on “Invoice # “link.
  5. You can view Invoice overview page, navigate to “Payments” tab.
    Payment Tab
  6. Click on "Delete" icon near the payment to be deleted.
  7. Warning popup appears for confirmation. 
  8. Click on "Yes" button,You can view "Paid Invoice" pop up, in which you can modify the status of the invoice.
    Invoice Status Change 
  9. Based on status selected, invoice will be moved to that status.
    Invoice Created

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