Sort, edit, and delete an invoice

Sort, edit, and delete an invoice

Sort Invoices
Invoices can be sorted by Modified Date, Due Date, Invoice Number, and Total Amount.
 

To sort invoices on iOS: 

  1. Click the icon in the bottom-left corner of the homescreen.
  2. Go to the Income module.
  3. In the top-right, click the three dots.

  1. Click Sort by.
  2. Select the option to sort from the given list: Modified date, Due Date, Invoice Number, or Amount.
Invoices will be listed based on the sort criteria that you have chosen.
 

To sort invoices on Android:  

  1. Click the icon in the bottom-left corner of the homescreen.
  2. Go to the Income module.
  3. In the top-right, click on the three dots.

  1. Click Sort.
  2. Select the option to sort from the given list: Modified date, Due Date, Invoice Number, or Amount.
Invoices will be listed based on the sort criteria that you have chosen.
 
Edit an Invoice 
An invoice can only be edited when it is in Draft status.
 

To edit an invoice on iOS: 

  1. Open the draft invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click Edit at the bottom of the page.

 

To edit an invoice on Android:  

  1. Open the draft invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click the three dots in the top-right corner of the page.
  3. Click Edit.

 
Delete an Invoice 
An invoice can only be deleted when it is in draft status. Once an invoice is sent to the customer, it cannot be edited or deleted.

To delete an invoice on iOS: 

  1. Open the draft invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click More at the bottom-right corner of the page.

  1. Click Delete.
 

To delete an invoice on Android:  

  1. Open the draft invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click the three dots in the top-right corner of the page.

  1. Click Delete.