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How do I view and edit invoices?

Viewing an Invoice

1)  Click the ellipsis button (3 dot button) and click on View Invoice that you would like to view.

2)  This will open a new tab in your browser and display a printable version of the invoice.

 

Editing an Invoice

1)  To edit an invoice click the pencil icon.

2)  This will bring up the following window, where you can then make line-item edits to the invoice. You may edit the truck type, rate type, quantity and price of each service, and add additional line items as needed.

3)  You also have the ability to enter custom line items by selecting 'Custom' from the 'Add Item' drop-down.  This creates a blank line item, where you can then enter anything you wish.

 

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