How to Change Item Prices and Units on an Invoice

Feature Overview

When creating or editing invoices in myBillBook billing software, businesses often need to update item details, such as price, unit, or quantity, to reflect accurate transaction values. This feature allows users to quickly modify item prices and other related details directly within the invoice, ensuring transparency and accuracy.

Steps to Change Item Prices and Units on an Invoice

Follow these simple steps to edit item details within an invoice:

Step 1 : Add Items to the Invoice

• Navigate to the invoice creation page.

• Use the "Add Item" option to include products or services in the invoice.

Step 2 : Edit Item Details

• Once an item is added, locate the item in the invoice list.

• Click the "EDIT" button beside the item to open the editable fields.

Step 3 : Update Information

• Enter the new price, quantity, or discount as required.

• Ensure that the updated values are accurate.

Step 4 : Save Changes

• After updating the necessary fields, click "Done" to save the changes.

Step 5 : Review the Invoice

• Verify that the updated details are reflected correctly in the invoice before finalizing it.

Watch How to Update Product Details on an Invoice

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