Invoices: Editing of Payment Schedules & Partially Paid Invoices

What’s New

Invoice Details: Change invoice due date, name, terms & notes.

Product Management: Add or remove products as needed.

Amount & Business Updates: Edit invoice amount and update business details.

Payment Schedule: Modify payment schedules, including due dates and amounts.

How to Use:

  • Open the partially paid invoice you wish to modify.
Screenshot 2025-03-03 at 17
  • Click on the ‘Edit’ option for the specific section (invoice details, products, business info, or payment plans).
Screenshot 2025-03-03 at 17
Screenshot 2025-03-03 at 17
  • Make the necessary changes and save—the updates reflect immediately.
Screenshot 2025-03-03 at 17
Screenshot 2025-03-03 at 17

Why we built it?

  • Flexibility for Changing Customer Requirements: When a customer requests adjustments after a partial payment, you can quickly update details without reissuing the invoice.
  • Adaptable to Dynamic Business Needs: Whether it’s adding a new product or modifying payment plans based on some change in a project, you can now do it.