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:
- Click the icon in the bottom-left corner of the homescreen.
- Go to the Income module.
- In the top-right, click the three dots.
- Click Sort by.
- 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:
- Click the icon in the bottom-left corner of the homescreen.
- Go to the Income module.
- In the top-right, click on the three dots.
- Click Sort.
- 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:
- Open the draft invoice from the Invoice module or the Finance tab in the dashboard.
- Click Edit at the bottom of the page.
To edit an invoice on Android:
- Open the draft invoice from the Invoice module or the Finance tab in the dashboard.
- Click the three dots in the top-right corner of the page.
- 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:
- Open the draft invoice from the Invoice module or the Finance tab in the dashboard.
- Click More at the bottom-right corner of the page.
- Click Delete.
To delete an invoice on Android:
- Open the draft invoice from the Invoice module or the Finance tab in the dashboard.
- Click the three dots in the top-right corner of the page.
- Click Delete.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Sort, edit, delete, and create invoice for expense
Sort Expense Sort expense with Title, Amount, and Modified Date. To sort expense on iOS: Click the Settings Icon in the bottom-left corner of the homescreen. Go to the Expense module. In the top-right corner, click the three dots ... and click Sort ...Setup, edit, and delete payment gateways
Payment gateways enable smooth transaction of payments. Solo has multiple payment gateways based on country. Once the payment gateways are set up in the settings, you will have options to choose from the list of payment methods while creating an ...Mark a task complete and edit, delete, and create an invoice for a task
Mark a task completed Make sure to mark a task Completed once the works associated with the task is accomplished, to avoid tasks listing under overdue. To mark a task completed: Open tasks through the Tasks module, or from the search option on the ...Edit and delete taxes for US and Canada region
Editing Taxes To edit an existing tax: For iOS: Click the Settings icon in the top-left corner of the homescreen and click Payments > Tax > Tax Rates. For Android: Click the three dots in the top-right corner of the homescreen and click Settings > ...Share, save, edit, and delete a contact
Share a Contact on iOS A contact can be shared by clicking the Share icon at the bottom of the contact and by choosing a medium from Airdrop, Messages, Mail, Notebook, Notes, and so on. A contact can also be copied or saved to files. It can also be ...
New to Zoho LandingPage?
Zoho LandingPage Resources