In this article, we will explain you more about how you can Add, Edit, and Delete a Receipt in an Invoice.
Information
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 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 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 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 .
Have more queries? Contact us