How To Update an Invoice

SimplaTask streamlines the invoicing process, allowing you to update invoices efficiently. This comprehensive guide will walk you through updating an invoice from start to finish.

If you need help creating an One Time Invoice, click here!

If you need help creating a Recurring Invoice, click here!

If you need help creating a Subscription Invoice, click here!

If you need help creating an Installment Invoice, click here!

If you need help viewing an Invoice Details, click here!

If you need help sharing an Invoice, click here!

Before You Start:

Before you begin, ensure the following requirements are met:

• Permissions: You need Manager, Admin, or Owner-level access to create payment links.

Starting Invoice Updating Process:

Step 1: Initiate Invoice Updating Process.

Navigate to your invoice section located on the left side of the main screen and click the "Invoices" option located in the third position of the menu, below "Accept Payments". 

Step 2: The Invoices Dashboard.

The dashboard displays all your created invoices along with essential information for each one. 

The first two columns provide quick-access options to perform various actions on your invoices.  

Invoice Options:

Step 3: The Invoice Options.

The circle with the X symbol reveals the balance paid and invoice type details for that specific invoice.

Finally, the three-dot menu button offers four key options when clicked: View, Send Mail, Send SMS and Edit the invoice. 

• View: This will navigate you to a comprehensive detail panel where you can view all relevant information about that invoice. 
• Send Email: This option opens a comprehensive sharing interface, allowing you to distribute invoices through Email.
• Send SMS: This option opens a comprehensive sharing interface, allowing you to distribute invoices through SMS.
• Edit: This option activates multiple editable fields for quick updates and corrections. 

Updating an Invoice.

Step 4: Updating the Invoice.

Click the three-dot menu button and select the Edit option, which activates multiple editable fields for quick updates and corrections.

This streamlined editing capability ensures you can maintain accurate, up-to-date invoices efficiently. 

Click Save Invoice to permanently store all your changes. 

Step 5: Alternative way to update invoices.

Alternatively, you can update an invoice by clicking directly on its title. 

This will navigate you to a comprehensive detail panel where you can view all relevant information about that invoice. 

Upper on the right side, you'll find the Edit button, which activates multiple editable fields for quick updates and corrections. This streamlined editing capability ensures you can maintain accurate, up-to-date invoices efficiently.  

Click Save Invoice to permanently store all your changes.