Fields Which Can Adjust Using Edit Button On Processed Invoice

This article explains which fields can be adjusted on a processed invoice using the Edit button in Workshop Software, and how to use this method.

Step 1: Understand Which Fields Can Be Edited

The following fields can all be adjusted using the Edit button method:

• Order Number
• Follow Up Date
• Odometer
• Hours
• Next Service – Kms
• Description
• Invoice Notes
• Job Card Notes

Other fields cannot be adjusted using the Edit button. However, you can copy a processed invoice to make changes to other fields. Note that by copying the invoice, the new invoice will have a new invoice number and you will need to void the current invoice.

See also: How to void a processed invoice.

Step 2: Use the Edit Button

1. Open the processed invoice.
2. Click on the Star button on the right-hand side of the invoice, then click Edit Invoice.

3. Make the required changes to the editable fields.
4. Click Save when finished.

Good to Know

• Only the fields listed above can be edited using this method — line items, prices, and customer details require the Copy Invoice method instead.
• Changes made via the Edit button are applied directly to the existing invoice without creating a new invoice number.
• Always click Save after making your edits to ensure the changes are recorded.

Also Explore

• Job Management — Feature Overview
• Dead Simple Invoicing — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide