Resend Invoice and Create Similar

To display a previously sent invoice, and perhaps amend it or create a similar invoice to the same customer. From the Dashboard, tap on ‘Sales+’. Scroll down the outstanding invoices (or use the ‘Search’ facility) to locate the correct invoice. Select the invoice and swipe right.

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    Resend

    The ‘Edit Sale’ screen will be displayed.

    This will allow you to edit the existing invoice, with the exceptions of date, customer, P.O reference, payment terms. Also, although Invoice details can be changed, it is not good accounting practice to do so. If the original invoice was in error, it might be better to create a credit note to cancel out the incorrect invoice and send a new corrected invoice.     If you think that one day you might want to upgrade to a small business bookkeeping solution in the future, this is worth the effort

    The invoice number


    The invoice number will automatically increment to the next number. Don’t forget to scroll down and tap on ‘Update’ after you ‘Resend’ the invoice, if you have changed anything on the invoice.

    The three Android symbol (3 vertical points)

    The three Android symbol (3 vertical points) top right allows the Invoice to be resent.
    See Sending an Invoice to find out how to send an invoice.

    To create a similar invoice

    To create a similar invoice, but with a new date and any other changes required, tap on the (3 vertical Point) symbol and select ‘Create similar’ In this case, anything can be changed for this new invoice. 

    You can ‘Preview’ the new invoice.

    Don’t forget to scroll down and ‘Save’ the new invoice.
    Once you have created and ‘Saved’ it, see Sending an Invoice to find out how to send an invoice to the client.