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How-To: Update invoice account
How-To: Update invoice account

Updating invoice account in services and invoices

Updated over a week ago

Invoice account can be updated directly in a service, within proposal services and invoices

Invoice

  • To update the accounting code in an invoice, you can open the invoice in edit mode and update the code under Default invoice account

Proposal Service

  • In a proposal, as part of managing the services, you can also update the default invoice account

  • Changes made to this service will only be applicable for this proposal and not others

Service

  • You can make the change to default invoice account directly inside a service

  • This will be reflected in the proposals wherever this service will be added going ahead

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