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June 22, 2023
Question

Is there a way to change the product/service on a sales invoice after it has been created but before it has been paid, without it deleting the price/description?

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1 reply

Level 14
June 22, 2023

 Hello Martyn-ellis-bod, thanks for posting on the Community page,  so the item line one the invoice will auto populate all fields with whatever is entered in the settings of the product/service that you’ve selected/ So you would need to copy and paste the description and price and enter it in the settings of whatever p/s you are changing it to. Here are the steps you need to do this Sales>product/service>scroll down to the one you need- edit>enter the description and price> save and close