Viewing & Editing an Invoice

To get to the editable view of an invoice, you can find the item in a few places. First, you can navigate to the Household Account the invoice is attached to and click on the invoice number within the Registration, Membership, Product, or Reservation Tab. Your other option is to navigate to the Finance Tab where you can click the view/edit link.

Regardless of which route you choose, you will arrive at the same location - the Invoice Information screen. Within that info screen, you'll be able to make the necessary edits, refunds, or adjustments to the invoice.

1. Cancellation Invoice - If a yellow bar appears on this invoice, that indicates that this particular item has been canceled
   1. The yellow area shows that information and links back to the cancelation invoice
2. Adjust - Allows you to increase or decrease the fee of this item by adding a new adjustment, or removing an existing adjustment
   • Example: You might use the Adjustment feature to add a late fee. Note that programs and memberships use fee adjustments, which automatically apply certain discounts/fees depending on specific criteria. Visit the Programs area for more info on how to set this up.
3. Invoice Notes - Note can be added or edited from this area to display on receipts
   1. These notes should be specific to this invoice, rather than an individual payment
4. View/Edit Transaction - Click to edit payment information, such as date, payment type, or amount
5. Payments Notes - Notes can be added or edited on each payment to display on receipts
   1. These notes are specific to the individual transaction, rather than the entire invoice. 

Additional Resources on Editing Invoices & Issuing Refunds can be found in our Knowledge Base.