Follow these steps to edit an existing invoice in Movermate:
Navigate to Job Summary:
Go to the Jobs section in your MoverMate dashboard.
Select the job associated with the invoice you want to edit.
Go to the Finances Section:
Scroll down to the Finances section within the Job Summary page.
Click on the Three Dots (•••) and Select Edit Invoice:
Locate the invoice you wish to edit.
Click the three dots (•••) next to the invoice.
From the dropdown menu, select Edit Invoice.
Edit the Invoice Details:
Line Items: You can add, remove, or modify any line items in the invoice.
Quantity/Price: Adjust the quantities or prices of any items as needed.
Dates: Modify the issue date and due date if necessary.
Update the Invoice:
After making the necessary changes, click Save & Close to save the updates.
Send the Edited Invoice (Optional):
If you want to send the updated invoice to the customer, click Save & Send to email the revised invoice.
