Managing and editing Proforma and Invoices

Managing and editing invoices and proforma invoices

In the Invoices menu, select All invoices to see the complete list of invoices. Choose an invoice from the list and click on its name to edit it.

After editing the invoice data update it.

Columns in the table

If you want to show or hide columns in the table, click the button Display options in the top right bottom of the screen.

Filtering

To filter the invoices by the date of issue, the customer (company name, first name, last name, or login), or their status, select the appropriate option from the drop-down lists above the table and then click Filter.

You can also filter the invoices by the number of the invoice, just click on Search Invoices.

The Proforma invoice edit panel is very similar to the standard invoice panel. The only eye-catching detail that differentiates the two panels is the color of the product bar

You may also use the Flexible Invoices PRO add-on for better invoice filtering.