How do I edit item lines on invoices, credits, quotations and orders?
Description

Edit individual product or service items to view and amend other details when adding them to an invoice, credit, order or quotation.

Cause
Resolution
  1. Go to the module you wish to delete the item from, Invoice and credits, Sales orders or Quotations.
  2. Select the item in question and click Edit.
  3. Select the item to edit, then press F3 on your keyboard.
  4. Click the drop-down arrow in the Description field.
  5. With the item selected click View item (F3) on the toolbar.
  6. Once finished amending press OK, then Save.
Steps to duplicate
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