1. Help Center
  2. Frequently Asked Questions
  3. Sales: Invoices, Quotes, Worksheets

How Do I Edit a Document?

  • Select the desired quote/invoice from the Sales tab under Quotes or Sales Invoices.
  • In the preview window, select the blue Options button in the top right and click Edit document.
  • Select the Document Items tab at the top of the page.
  • Select the circular blue pencil icon in the Priced Item box.
  • Make any amendments and then click Save and close. You'll now be brought back to the document preview page where you'll be able to see the changes you made.