How do I create or edit an invoice in the 'Account' tab?
To create a new invoice from the 'Account' tab:
In the 'Account' tab, click '+ New invoice' button in the top right.
Prepare your invoice as needed - you can add/edit items, charges and notes. In CA 🇨🇦 and AU 🇦🇺, you will also be able to apply discounts at this stage.
When you are finished, click 'Save'.
The invoice will automatically appear in the 'Invoices' tab.
Once an invoice has been created, you can make changes to it or delete it (as long as it hasn't yet been paid) via the account screen.
Identify the invoice you wish to edit.
Click the three dot menu to the right of the item and select an action.
