In this article, we will explain you more about how you can Add, Edit, and Delete a Receipt in an Invoice.
ℹ️ The steps mentioned below for Adding, Editing, Deleting Receipt are similar to Estimate and Purchase Order.
iOS and Android #
- Tap on ☰ to open the side menu.
- Tap on 📁 Invoice from side menu bar.
- To Edit tap on the Invoice that you want to Edit/Open.
- For Adding a receipt tap Add Receipt.
- By tapping on Browse you can upload receipt image from your mobile memory or by taking picture from your mobile camera.
- Enter details of receipt like Date, Amount, Type, Comments.
- Tap on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- The receipt will get added as an item.
- For editing receipt tap on added receipt.
- You can only edit date, image, and comments.
- For deleting receipt long press on receipt.
- Tap on [icon name=”times” class=”” unprefixed_class=””] appearing on top right corner.
- In iOS for deleting receipt swipe left on receipt and tap on Delete.
Web #
- Click on 📁 Folders
- Click on 📂 All Folders / 📂 Invoice.
- Click on ☰ button of the Invoice.
- Click on ✏️ Edit to Edit/Open the Invoice.
- For Adding receipt click on [icon name=”tag” class=”” unprefixed_class=””] Add Receipt.
- Enter details of receipt such as Date, Amount, Type, Comments.
- Click on Save.
- The receipt will get added as an item.
- If you want to edit receipt or add receipt image then click on ✏️. You can only edit date, image, and comments.
- If you want to delete receipt click on [icon name=”trash” class=”” unprefixed_class=””].
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