How to Edit an Invoice in Haletale

How to Edit an InvoiceLearn how to quickly update invoice details with just a few steps.

Step-by-Step Instructions

1. From the dashboard (on the left side bar), click on accounting.
2. Under Accounting, click Invoices and Receipts.

• Choose the specific invoice you want to edit from the list provided

Editing OptionsChoose one of the following based on the type of invoice:

• Edit (One-Time Invoice):
  Click Edit to change details on a single, non-recurring invoice.
• Edit Recurring (Recurring Invoice):
  Click Edit Recurring if the invoice repeats automatically (e.g., monthly rent).

• Save Your Changes: After updating the invoice details, click Save Invoice to apply your changes.