Edit an invoice
Invoices can be edited in 2 ways:
Via the invoice pop-up
In the POS
Edit an invoice in the invoice pop-up
Click on the blue invoice number that can be found in throughout Collums e.g. Client Card/Financials or Appointments tabs.
Click on "Options" in the top right corner and click "Edit"
Any items that appear in blue text can be clicked and edited.
Edit an invoice in the POS
If you are viewing an invoice in the POS, any items in blue text can be clicked and edited.
TIPS:
💡 If you have made an error in the invoice but the client paid the correct amount of money, rather than making them go through the payment process again, follow these steps:
💡Choose "Account" as the method of refund of their payment (remember to uncheck the notification check boxes so that they don't receive unnecessary notifications).
💡Once you have edited the invoice, you can pay it with the money in the client's account.