Home → Records → Accounting page → Editing an invoice
2.6. Editing an invoice
The "Accounting" page has a section for "Invoices/Credits".
This area will show all invoices/credits raised within the last 365 days. Additional items can be accessed by using the date selector at the top left of the page.
To edit and view more options for an invoice, or to raise a credit, select the "Open/Edit" icon.
Your selected item will open in a new window.
Once an Invoice has an Invoice Number (Invoice #) additional options become available.
If your RubiCRM is connected with your accounts package and an invoice status is "Added To Queue" you can amend the item and the details will be processed to your accounts package.
Once an item has been processed via integration further updates to the Invoice must be processed manually in both RubiCRM and your accounts package.
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