thread Re: email edit and sending an invoice in Archived Discussions (Read Only)

email edit and sending an invoice

tallyhorv — Wed, 01 Dec 2021 03:24:50 GMT

If I input an email incorrectly for an invoice, I work in the field off my phone, the invoice will not send. At that point I can change the email and the systems claims to have sent it, but still will not allow me to accept payment.

At this point I have been just creating a duplicate invoice and cancelling the original to get me going. How can I correct the issue and accept payment off the original invoice?

Re: email edit and sending an invoice

Minion — Fri, 03 Dec 2021 11:41:34 GMT

Hey @tallyhorv

I've had this problem happen before when misspelling a customers email. Unfortunatley it seems like a small glitch when editing customers info from an invoice, it never did like to resend for me. I always did that same as you and just duplicated it and corrected the info prior to sending it again.

What you can do though to add a payment in the app is the following.

Click on Invoice in question
Choose Add Payment
Select payment method
Enter payment Method/Card Details.