Editing the invoice date, due date, and default sales taxes is easy!
FROM THE WEB APP
Step 1: Open/Create a new invoice
Step 2: Click "Edit Details" or "Change Default Taxes"
Step 3: Change the invoice date, due date, and sales taxes.
Step 4: Save & Done!
FROM THE MOBILE APP
Step 1: Tap to open an invoice.
Step 2: Create a new invoice
Step 3: Select items, add sales tax, then hit 'ok'
Step 4: Scroll to the bottom of the page to edit the invoice details
Step 5: Save & Done!
WHEN EDITING EXISTING INVOICES
Step 1: Tap to open an invoice
Step 2: Click the 'Edit' action button at the top of the page.
Step 3: Scroll down to edit invoice details.