Regenerate An Invoice

Use this to:

  • Add Additional Text to the Description field
  • Regenerate the Invoice to Pick Up a New Invoice Document Template

To regenerate an invoice > Open the client record > Click Financial Tab > Click Invoices Tab > Locate the invoice and click the magnifying glass, to display the invoice details > Click the edit icon, far right of the invoicing line > Click in the Description area hit the space bar, (add additional text if required) the edit icon I will have changed to a save icon > Click the save icon - this regenerates the invoice.



NOTE - DO NOT EDIT THE AMOUNT FIELD.  If you need to adjust the amount, cancel the invoice, adjust the booking and re-create the invoice

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