Published on:
September 8, 2023

How to edit the product details in old invoices.

Step 1: Go to Products / Services 

Select the Products / Services option from the dashboard on the left. 

go to products section

Step 2: Select the product 

Select or search for the product you would like to edit by clicking on the search option in the navbar. 

Now, Click on the edit icon at the end of the product column.

click on product edit column

Step 3: Edit the product details 

A new form appears here. Edit the details you would like to change. 

You can change basic details like Name, selling price, and tax percentage and also edit details like units of measurement and custom fields like serial numbers, department, etc.

You can also add product description, image and barcode. 

Note: You can always add or edit the details later. 

edit the product details

Step 4: Click on “Update item”.

Click on the “Update item” option present at the top right corner of the screen.

update item

Congratulations! You have successfully changed the product details, and a pop up appears at the top of the screen informing the same.  

product details updated

Step 5: Go to Sales and select Invoices

First, go to sales on the left-hand side of the dashboard. After clicking on 'sales', A drop-down menu appears.

Select Invoices from the drop-down menu.   

Now, select or Search for the Invoice you would like to edit and click on the drop-down menu at the end of the invoice column.  

edit the invoice

Step 6: Click on “Edit”.

Select the “Edit” option from the drop-down menu. 

select the edit icon

Step 7: Edit the product details. 

Go to the product section and click on the delete icon at the end of the product column that you would like to edit.

delete the product

A pop-up appears on top of the screen. Here, click on the “delete” option to confirm. 

confirm the delete option

Now, Select or search for the product you edited earlier, click on ‘+ Add to bill’, and add the rest of the product details like quantity, category, discount, etc.

add the new product details

Step 8: Click on “Save”.

Click on the “Save” button at the bottom of the screen. 

save the invoice

Congratulations! You have successfully edited the details of an old invoice and you can share it via SMS, Email, and WhatsApp.

share the invoice
Updated on:
March 16, 2024