How to Update a Line Item

How to change or update a line item if it is incorrect

To update a line item, first you need to find it.  Line items are found in the Materials / Services Invoiced section of the Invoice Details page.

Line Item Update

To start updating you click the Open/Save Invoice button in the bottom left. Once you have clicked that you are free to edit any part of that line item.  In this example we will be changing the Unit Price.  In this example the Total will have to be manually changed as well so that it matches the total of the line items. 

Line Item Update 2

When you are done updating, hit the Open/Save invoice button again and it will save your changes. Since we changed the total it will give you a pop up stating the total changed and ask if it was intentional. After clicking yes we have now successfully updated the line item and total for this invoice!