Editing, Deleting Invoices and Creating Credit Notes

Posted by Genny Stevens on Dec 1, 2014 6:00:00 AM

Find me on:

There are times when you’ve created and approved invoices and will need to change, remove, or credit them.

When you are editing or removing invoices it's important to know what the impact this will have on your financials or your system, as well as any flow on effect with the Xero integration. This video shows you how to make these changes and discusses the impact it has on your system.

For further details, go to the Invoices topic in the WorkflowMax help centre.

Topics: Invoicing and Financial

More in 'Using WorkflowMax'