Editing an Income or Expense Invoice

  • Updated

For our Asia-Pacific users, the term "Outgoings" is used, while our European customers will be familiar with the term "Service Charge". North American customers refer to these as "Operating Expenses". For an inclusive understanding across regions, we will use the inclusive term "Outgoings/Service Charge/Operating Expenses". For more information on regional terminology, please refer to our Glossary of Regional Terminology.

This article serves as a step-by-step guide to edit an income or expense invoice in Re-Leased. Whether you need to adjust figures, correct a typo, or update any other invoice details, the following instructions will help you make the necessary changes. Our aim is to help you manage your financial records with ease and precision.

Steps to Edit an Invoice

Locating the Invoice

To begin editing an invoice:

  1. Navigate to the Income & Expenses section of Re-Leased.
  2. Use the search function to find the specific invoice you wish to edit.

Editing Invoice Details

Once you have located the invoice:

  1. Click on the invoice to open its detailed view.
  2. If the invoice is still in a draft or approved status, click Edit Invoice.

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Making Corrections to the Invoice

Within the invoice editing screen:

  1. Update the necessary fields, such as the invoice amount, description, or Outgoings/Service Charge/Operating Expenses allocations.
  2. Review all changes to ensure accuracy.
  3. Select Save to apply your changes.

If Unable to Edit

If the invoice is no longer editable, you have the option to void it and recreate it:

  1. Go to the detailed view of the invoice.
  2. Select the Contextual Menu [...] and choose Void Invoice.
  3. Confirm the void action in the dialogue box.
  4. Once voided, create a new invoice with the correct details by navigating to the Invoices section and clicking Add Invoice.

By following these steps, an income or expense invoice can be successfully edited within Re-Leased, ensuring accurate and up-to-date financial records.

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