After a Proposal or Invoice is submitted, adjustments may need to be made if the incorrect information was added, or if the customer has rejected the Proposal or Invoice.
- An Invoice can be adjusted up until the Customer approval.
- A Proposal can be adjusted until it has been invoiced.
The following steps will walk you through how to make adjustments and resubmit the Proposal/Invoice:
- Step 1: Navigate to your “Manage Invoices” or “Proposals” module. Then, select the Invoice/Proposal ID you wish to edit.
- Step 2: Click the “Edit” button at the top of the Invoice or Proposal page. After making your required changes, click “Submit” to send the Invoice/Proposal out to your customer for approval.
Please see attached guides for more information