Edit Invoice

To edit an invoice (invoiced deal):

1. Go to Deals and filter the list by "Invoiced Deals". Then, click on the invoice you want to edit.
   
2. On 'View deal', click the EDIT button.
   
3. Here, you can change the amount, sales term, invoice number, delivery order number and the products.
   
   

   Note:
   You can also upload new invoice or delivery order file by tapping on the upload icons, available on each "Invoice" and "Delivery Order" sections.

4. Once you have done editing, click OK.
5. A confirmation message will be displayed like the image below. Click YES to proceed.
   
6. On the next screen, you are required to enter the reason of editing the invoice into the given text area.
   
7. You can upload supporting documents by tapping on the upload icons.
8. The "Need manager's attention" checkbox is checked and disabled in this case, and you are not allowed to uncheck it. Your sales manager will be notified about the changes made.
9. Once done, click OK, and your invoiced deal will be updated.

Next Topic: Done Deal ⋙