• "How do I delete an item in an invoice?" 
  • "How do I discount an item?" 
  • "How do I void an Item?" 

Resolution Steps

  1. Open an existing invoice.  For steps, refer to How to Open an Invoice.
  2. Click the Pencil icon to modify the item, then select the desired action on the dropdown menu:
    Note: If there is no Pencil icon, the invoice may be locked.  Refer to How to Manage an Invoice with a Lock Date. 

    • Delete Item: Remove the item from the invoice.
    • Void Item: Voiding an item adds a new line with a negative (-) charge, reversing the original charge while keeping the item visible on the invoice.
    • Add Note: Add a note that will be displayed on the invoice. 
    • Discount Item: Discounts can be applied by Percentage, Quantity, or dollar amount (Cash).  To remove an existing discount, set the amount to '0' and the unit to 'Cash'.
    • Override Price: Override the price of an item. 
    • Change Quantity: Change the quantity of the item. 
    • Override Tax and Account: Override the tax and account of an item.
  3. Click Save to Account.

Verification/Confirmation: The invoice will have the desired modifications after saving changes.