How to Edit an Invoice

Welcome to Thentia Cloud! This guide provides step-by-step instructions on how to edit invoices in the Platform.

 

1. Select the grid icon towards the upper-right corner of the screen and choose the Finance module.
 
2. Select the menu icon and choose Billing>Invoices.
 
3. To open an invoice record, double-select on any blank space on the line or any non-hyperlinked value (text not highlighted in blue).
 
4. Select Invoice Details on the navigation panel to the left and make the necessary changes (e.g. change invoice status, add memo, etc.).
 
5. Select the Save icon (diskette) to save your changes.
 
 
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