Make changes to your unpaid invoices efficiently and notify your customers about these updates, if needed. Follow the step-by-step instructions below:
Select the invoice you wish to edit from your Truss dashboard.
From the Actions button in the top-right of the sidebar, select "Edit Invoice".
(Note: For Quickbooks Online integrated invoices, a new tab will open the selected Quickbooks invoice where changes can be made directly.)
Make the necessary changes.
Choose whether to send an updated invoice notification to your client.
Save the changes, and you're done! Your invoice will be updated immediately in the system.
Note: When you want to collect additional payments on a Quickbooks invoice that was previously paid in Truss, all you have to do is update the invoice in Quickbooks and it will automatically change the invoice status in Truss from “Paid” to “Partially paid.”