Edit invoices

In the Invoice # screen, you can change information such as customers or services for specific invoices.

Do one of the following.
- In the Sales screen,
  
  To open the Sales screen, click Sales in the navigation panel.
  
  For more information, see Sales.
  
  click the row for the invoice you want to change.
  
  Note: You can filter invoices by date and status in the Sales screen.
- In the customer activity screen,
  
  To open the customer activity screen, click a customer record in the Customers screen.
  
  For more information, see customer activity.
  
  click the row for the invoice you want to change.
Enter the information.
If you received an amount toward the sale, click Installments & Payments, and enter information to apply the payment.
Optional: If your customer pays an amount toward the sale, mark the Apply payment checkbox related to the applicable installment.

Note: Once you mark Apply payment, OnBalance will apply a full payment for the current date in your standard financial account. To change this payment information, give a discount, or charge Interest & Penalties, click Edit Payment.
Click Save to save and continue entering information on the sale, or click Save & Close to save and close the screen.