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Modify an invoice in draft or sent status
Modify an invoice in draft or sent status

Modify an invoice allows you to make adjustments at any place any time

Stella Marques avatar
Written by Stella Marques
Updated over a week ago

You can modify invoices in Plannit if they are in Draft or Sent status. Simply:

  1. Locate the invoice by searching for contact name, no., etc. in the search bar and click on it to open the window;

  2. Modify the necessary fields: contact, invoice and due date, items, payment schedule, notes, etc.

Select the desired invoice and make your changes.

Once you've made the changes, simply send the invoice again, and the changes will appear in the customer area and client .

Once you've made your changes, simply resend them and they will appear in your customer area and customer messaging.

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