Editing a Draft Invoice

Invoices that have a document status of Draft and Completed can be edited. Invoices that have a document status of Posted or Voided cannot be edited.

To edit a Draft invoice

  1. Select View > Invoices from the menu bar.
  2. Enter the invoice number in the Invoice Number field, or select Draft from the Status droplist.
  3. Click Search.
  4. Click on the invoice that you want to work on, and then click Edit from the mini-toolbar.
  5. Edit the information that you want to change. All fields can be edited in this screen including adding a line.
  6. Select one of the Save options from the toolbar. Your changes are saved and the Invoice window closes.

See Selecting an Invoice Save Option.

Overview

Invoices

 

 

 

 

 

 

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CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 9/16/2024 - 4:35 PM