Navigate to the invoice via the customer's profile
or the billing page.
Open the invoice you want to edit.
Remove a Line Item
To remove a line item click the red "X" next to the line item.
Removing a primary service will remove all of the add-ons a surcharges associated with that service.
Add a New Line Item
To add a line item, click the "More Menu"
Select "Add Line Item
You have 2 Options
Option 1: Create a new top level or primary service by selecting "NO" and completing the on-screen form.
Option 2: Create a new add-on or surcharge by selecting "YES" and completing the onscreen form.
Click "ADD LINE ITEM" to add the new line item to the invoice.
Add a Memo
- Open the "More"menu and select "Add a Memo"
- Complete the on-screen form.
- Click the "SAVE MEMO" button
The memo will appear at the bottom of the customer's invoice.