How to Edit Client Payments

Modified on Mon, 26 Aug, 2024 at 10:51 AM

Step 1: Navigate to the Financials tab on the Lead


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Step 2: Under the "Client Invoice" Field, choose which invoice you wish to alter and click the green edit button:


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Step 3: Alter information accordingly and click save.


Note: After every change, the Financial Review and Financial Summary will automatically update.


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