How to manage Invoices (Edit or Cancel)

Managing Invoices

Learn how to edit or cancel Invoices

You can edit Invoices with different statuses.

Note: If you edit invoice with ‘Paid’ status and:

  • increase total invoice value (e.g. changing item price or adding new item), invoice status will change to ‘Partially Paid’
  • decrease total invoice value (e.g. changing item price or removing item), invoice will stay with ‘Paid’ status, but overall customer’s Statement Balance will be negative (view in Customer → Statement).

Invoices overview screen - managing

  • Click on ‘INVOICES‘ option located on the sidebar menu (left-hand side of the screen).
  • Locate and click on invoice you want to manage.
  • Here you can
    • Create Tasks – billable tasks related to this specific invoice
    • Check Activity Log
    • Set Reminders and get notified on specific day/time
    • Add notes for other staff members
    • Track if customer opened email (if it was sent) and viewed an invoice.
  • You can also:
    • Edit Invoice – add/delete invoice items, change prices/rates
    • View/print or download PDF version of invoice
    • Send email with invoice attached to customer
    • Attach files to be sent with invoice
    • Cancel Invoice
    • Create Credit Note based on invoices’ items list
    • Record Payment

Garage Invoice system will also notify you if there are other unpaid invoices for this customer and if you would like to merge them into one.
You’ll be also notified if there are any Credit Notes available to be applied.

Related Documentation

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Business Logo Learn how to upload your business logo or change it to a new one. Garage Invoice uses 2 different logos: Main Logo – is used across the system

How to create a manual order

Manual Orders Learn how to create manual orders for Customer, right from the admin panel. With Garage Invoice you can create manual orders (e.g. when customer is on the phone

How to add a new Customer

Add Customer Learn how to add a new Customer to Garage Invoice system. With Garage Invoice you can create Business or Individual customers and each customer can have unlimited vehicles

Invoice Statuses Explained

Invoice Statuses PAID Invoice has been paid in full. PARTIALLY PAID The amount of the invoice has been paid in part. OVERDUE Invoice is partially paid or unpaid and is

How to add or update my Business details

Business Details Learn how to update your business details. Garage Invoice will use this information on Invoices, Quotes and Credit Notes. If you don’t want to display information about your