Once an invoice has been created a user has the ability to edit the high level information associated to the invoice or remove/add tickets to an existing invoice.  Please follow the steps below to accomplish.  

How to edit high level information to an invoice

  1. On left hand side, filter/search for the invoice you would like to edit and click search
  2. In the top right grid, Invoice Totals Grid, double click on the invoice you would like to edit
  3. Alter the high level invoice fields/attributes and click save

How to add tickets to an existing invoice
  • On left hand side, filter/search for the tickets you would like to add to existing invoice
  • In the bottom right grid, Ticket Details Grid, select the tickets you would like to add
    • Users can click first ticket/row, scroll to bottom, click shift + hold, and then click last ticket row.  This will select all tickets.
    • User can select a ticket/row, hold CTRL + click and select all other tickets
  • Once tickets are selected click Add to Existing Invoice button at bottom
  • Enter invoice # you would like to add these tickets too and click search
  • Click Save.  Tickets will now be added to pre-existing invoice
How to remove tickets from a pre-existing invoice

  • On left hand side, filter/search for the tickets you would like to remove from existing invoice
  • In the bottom right grid, Ticket Details Grid, select the tickets you would like to remove from an invoice
    • Users can click first ticket/row, scroll to bottom, click shift + hold, and then click last ticket row.  This will select all tickets.
    • User can select a ticket/row, hold CTRL + click and select all other tickets
  • Once tickets are selected click Remove From Existing Invoice button at bottom
  • Click Yes to confirm removal of tickets from invoice or click No to not execute this change.