Viewing and Editing Invoices

From the Dashboard, in the Invoices - Balance Due section, click on the amount labeled Open or Overdue to view the Invoice List of Invoices with those statuses

Perform an Invoice Search (see Invoice Search), and click on the Invoice Number

Go to the Roster Page of a program (see Working with Rosters), and click on Invoice for the roster member

Perform a Reservation Search (see Searching, Viewing and Editing Facility Reservations), click Show Details, and then click Go to Invoice

Notes - these can be added by clicking on Add New Note when viewing an Invoice

Payments -this tab shows all payments associated with this Invoice. Click on a payment # to view, edit, or issue refunds for this payment

History - shows a full history of all activity on this Invoice, including the type of Activity, Date, Description of the Activity, and the User who processed the Activity

Click on the Edit button

Editing information specific to the entire Invoice:

Customer Name defaults to the person assigned to Head of Household; this can be changed by choosing any other family members from the drop down list

Invoice Date defaults to the date the Invoice was created; this can also be changed 

Due Date also defaults to the date the Invoice was created, but can be modified here as well

Editing item specific Invoice information:

Click on the Edit button for the item to be changed

Change (increase)  the Unit Price, Security Deposit, and/or Sales Tax amounts/rate

Click OK

Click Save