Daily Tasks

REGENERATING INVOICES

Why would I use the regenerate feature?

Regenerating invoices is a really handy feature if you need to change the address, adjust the client name, or change who you are addressing your invoice to.

Simply update the details in the client record that the invoice relates to and follow the below instructions.

From the dashboard, click:

Sales Invoice Admin Utilities

 

Find the invoice

To search for your invoice, either type in the invoice number to the Invoice Number column, or if you don’t know the reference, use the date range to search.

 

Regenerate your invoice.

Once you have found your invoice, just tick the Check Box and click (Re) Generate Invoices.