The Invoice Viewing and Editing section provides comprehensive access to all invoice details, allowing you to review, modify, and manage invoices throughout their lifecycle. Effective invoice management requires the ability to quickly find specific invoices, view complete information including payment history and customer interactions, and make necessary updates to draft or sent invoices before payments are processed.
Exacc provides powerful search and filtering capabilities enabling you to locate invoices by number, customer name, status, date range, or amount, with the ability to save custom filter combinations for frequently used views. The invoice details page displays all essential information including line items, totals, payment terms, notes, activity history, and payment records, providing complete transparency and facilitating informed decision-making.
Editing capabilities allow you to modify invoice details, adjust line items, update pricing, change discounts, and revise payment terms for draft or sent invoices that have not yet received payment. The system automatically recalculates totals as you make changes, maintains complete version history, and logs all modifications in activity timelines for audit purposes and accountability. Once invoices are paid or partially paid, editing is restricted to protect financial integrity, with credit notes available for post-payment adjustments.
Want to learn the exact steps to efficiently view, search, and edit your invoices? Follow our guide below for a detailed walkthrough of the invoice viewing and editing process.
Access, review, and modify invoice details with comprehensive viewing and editing tools
You can now efficiently view, search, and edit invoices - all changes are logged in activity history, totals are automatically recalculated, and you have complete visibility into invoice details and transaction history for effective invoice management.