Once an invoice has been created you are able to make changes and even delete the entire invoice. You can edit an invoice at any time including after a payment has been saved. Invoices will have an "Invoice Autobiography" so that you are able to track all monetary changes you have made to the invoice.
How to edit an invoice
- In CollegePlannerPro navigate to a Contact's Profile
- In the "Invoices" section click on the invoice to be edited
- Click the "Edit Invoice" button and the "Edit Invoice Statement" will open
- Make the changes to the invoice and click the "Save Invoice" button
- Click the "Done/Close" button
Helpful (related) articles
- How do I delete an invoice?
- How do I set my email defaults for payment notification?
- How do I set my email defaults for emailing invoices?
- How do I set Time Tracker defaults?