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Edit a draft invoice

Change invoice PO# and date; edit, attach and detach work orders

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Written by Allie Ray
Updated over 4 years ago

You can modify invoices in the Draft status in case their PO# or date has changes, or you need to add or remove some work orders.

  • Tap a draft invoice, and then tap Edit.

  • Tap PO# field, and enter a new purchase order number. 

  • Tap the Date field, and then in the date picker, tap the appropriate date and tap Save

  • Tap a work order (anywhere except the Remove icon) to modify it. 

  • Tap Add or Remove to attach or detach work orders. 

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