In order to edit a document click on the INFO button next to it in the Documents section.



You can edit:


Header:


  • Document data:




  • Document Template: NO CHANGES ALLOWED;
  • Date;
  • Number: document number;
  • Payment: payment method;
  • Location: location where the payment was taken;
  • Document notes: notes that will appear on the document;
  • Notes: notes that won't appear on the document but will be available in the system.



  • Holder Details:  you can edit the personal details of the holder such as date of birth, address...





  • Payer Details:  you can edit the personal details of the payer if the person is different from the holder. You can insert the name of the person in the quick search field to fill in the details in case the payer has a user profile in the system.





  • If you click on Edit you will only be able to edit the description but not the price.




Actions:


  • General: print doc

  • Actions: you can re-issue the document using a different document template or delete it (if you delete the document the amount will be considered as pending payment).


Don't forget to click on to save.