This article will guide you on how to edit an invoice after you've created one.
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How to edit an invoice
1. Log in to your Moxie Suite account using this link.
2. If you've not already on the Summary page for the invoice, click on the Schedule tab and then on the completed appointment.
3. On the appointment page click either on the View more link under Invoice details or the Go to checkout button on the bottom of the screen. Both will redirect to the summary page for the created invoice.
4. Once on the Summary page for the invoice click on the ellipses > Edit an invoice.
5. You'll now be able to edit the invoice in the following ways:
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- Add/remove retail products, custom items, packages, discounts, & fees
- Delete retail products, custom items, packages, discounts, & fees
- Apply dollar & point credits
6. Currently if you'd like to add services or service products onto the invoice you'll need to click on the back arrow on the top left to go back to the appointment screen.
7. When on the appointment page to add service products click Add products or Edit products (depending if service products were previously added to the invoice). To add a new service to the invoice click on the Add a service button.
8. When the edits are completed click on the Go to checkout button.
9. Then click on the create an invoice button.
Ta-da 🎉 you've successfully edited an existing invoice!!!
Watch this video on how to edit invoices within Moxie Suite.