How to Edit Client Payments

Modified on Mon, 26 Aug at 10:51 AM

Step 1: Navigate to the Financials tab on the Lead


save image


Step 2: Under the "Client Invoice" Field, choose which invoice you wish to alter and click the green edit button:


save image


Step 3: Alter information accordingly and click save.


Note: After every change, the Financial Review and Financial Summary will automatically update.


save image




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article