Editing an invoice in WorkMade is simple and straightforward. Follow these steps to ensure your invoice details are accurate and up-to-date:
Open the WorkMade app: Start by launching the WorkMade app on your device.
Navigate to the Balance screen: Go to the Balance screen where you can view all your financial activities.
Tap on the "+" sign: This will give you access to additional options related to your account.
Select "Invoices": Tap on "Invoices" to view a list of all your invoices.
Choose the Invoice to edit: Find the invoice you want to edit and tap on it.
Edit Invoice Details: You can update the details directly on a draft or sent invoice. This includes changing the date, amount, or description of the services/products provided.
Save Changes: Once you've made the necessary changes, tap "Save Changes" to update the invoice.
Note: You will not be able to make edits to Paid Invoices or Invoices with Payment Initiated.
Why Keep Your Invoices Updated?
Accuracy: Ensuring your invoices are accurate helps in maintaining clear and correct financial records.
Professionalism: Sending updated and error-free invoices portrays professionalism to your clients.
Financial Management: Accurate invoicing helps in better financial management and tracking of payments.
If you encounter any issues while editing an invoice or need further assistance, please reach out to a WorkMade Expert via chat or email at [email protected].