When Should You Reset an Invoice?
If an invoice has already been signed, it becomes locked and cannot be edited.
You may need to reset it if you notice an error, such as:
Incorrect quantities
Wrong pricing
Missing or incorrect details
Resetting the invoice unlocks it so you can make updates while keeping a record of the changes.
Steps to Reset an Invoice
Step 1: To start, navigate to the Invoice Actions section.
Step 2: Next, click on Reset Invoice.
Step 3: You're then required to input the signature and reset reason. Once you've done that, click Save.
Step 4: Congratulations! You're now able to edit the invoice.
What Happens Next?
The invoice will be unlocked and editable.
You can now make any necessary corrections.
After Making Changes
Review and update the invoice details as needed.
Save your changes.
Send the updated invoice back to your customer for signature.
Tips
Check the invoice history to track all changes made after resetting.
Always include a clear reason for the reset to maintain accurate records.