How to Edit an Invoice

In this article, we will cover the process of editing invoices in Pabau.

Step 1: Navigate to the Client Card

Start by logging into your Pabau account and proceed to access the client card of the desired client by utilizing the search bar located at the top of the screen.

Step 2: Access Financials

Open the Financials tab, then under Invoices, click on the invoice number of the invoice you wish to edit.

Step 3: Edit the Invoice

Within the Edit Invoice modal, you'll find tabs for Details, Items, and Payments.

Under the Details tab, you can modify the invoice number, link it to an appointment, update the invoice date or location, and edit the invoice note.

If the invoice was part-paid, under the Payment Link section, you will find a link that the client can use to complete the payment online.

Under the Items tab, you'll find a comprehensive list of all items featured in the invoice, detailing their unit price, quantity, and any applied discounts or taxes.

NOTE: Items cannot be edited once an invoice has been processed.

In the Payments tab, you can review the payments linked to the invoice, including their date, payer, and any outstanding amounts. If there are outstanding payments, you have the option to select a payment method and proceed with processing the transaction.

To void a payment included in the invoice, simply click on the X button located on the far right of the payment entry, then confirm the action in the prompt that appears.

If you prefer not to use your real card for testing, you can use the test cards provided by Stripe by following the instructions here.

Upon completion, you have the option to either preview the invoice or, if satisfied, save the changes.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.