Step 1: Navigate to the Financials tab on the Lead
Step 2: Under the "Client Invoice" Field, choose which invoice you wish to alter and click the green edit button:
Step 3: Alter information accordingly and click save.
Note: After every change, the Financial Review and Financial Summary will automatically update.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article