Editing an invoice
OverviewThis article explains how to use editing an invoice in Work Planner, including the main fields that shape how the invoices record behaves once it is saved.When to use thisUse this article when an existing record
Overview
This article explains how to use editing an invoice in Work Planner, including the main fields that shape how the invoices record behaves once it is saved.
When to use this
Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.
How it fits into the flow
Editing an invoice sits within Accounts / Invoices. It is designed to work alongside related articles such as Creating an invoice, Emailing invoices, Invoice delete confirmation, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
- Common on-screen actions include { showDeleteInvoiceDialog = false; }" > Close, { showDeleteInvoiceDialog = false; }" > Cancel, Delete, Select All, Deselect All.
Important fields
- Note: Look for input such as “Optional note”.
- Customer: Look for input such as “Select customer”.
- Show Historical: Turn this option on only when it applies to the current workflow.
- PO Number: Look for input such as “Optional PO number”.
- Company Name Override: Look for input such as “Override customer company name (optional)”.
- Note: Look for input such as “Optional invoice note”.
- Validation: Status: Optional. Text value.
- Validation: Po Number: Optional. Text value. Maximum 255 characters.
- Validation: Note: Optional. Text value.
- Validation: Company Name: Optional. Text value. Maximum 255 characters.