Editing and updating a tax invoice, then resending it to a client, involves specific steps. Note that this process is permission-based.
Steps to Edit, Update, and Resend an Invoice:
Edit the Invoice:
Ensure you have the relevant permission to edit the invoice.
Make the necessary changes to the invoice.
Update the Tax Invoice:
Scroll to the top of the page to the blue buttons.
Click on the "Update Tax Invoice" button to push your changes through and update the tax invoice on Sage.
Resend the Updated Invoice:
Preview the updated invoice by clicking on the "Preview Tax Invoice" button.
Scroll down to the grey button section below the order section.
Click on the "Send" button to resend the invoice to your client.
Your updated invoice will now be sent to the client's email.
Additional Resources:
For more information on editing and managing invoices, refer to the "Invoice Management FAQ".