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Modify Invoice Charge Lines

Modify Invoice Charge Lines


Once the job is completed and we are ready to invoice, we will often need to update the charges with actual values.   If the invoice is linked to a Cost Option, the numbers on the invoice come from the associated costing sheet.


How to Modify Charge Lines

  1. Navigate to the Costing Tab.

  2. Modify numbers accordingly.  

  3. Click Save.

  4. Return to the Invoicing Tab and the numbers will be modified automatically. 

This does not apply to manually-added invoices, as those are not linked to a cost option and can therefore be updated directly from the Invoicing screen.  

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