Editing Or Deleting Invoices on Gas Engineer Software

Previously issued invoices can be edited and deleted from both the web portal and the mobile apps. In this quick video, we'll walk you through the process starting with the web portal. To begin, once you've logged in, click on the Invoices tab from the top menu. Here, make sure that you're selected on the Outstanding tab to see any of your issued invoices, and select the invoice that you want to edit or delete by clicking on the invoice number. On this page, on the right-hand side, you'll see a few different options. Both Edit and Delete are over here. If you wanted to delete this invoice, simply click on Delete, give a little reason, and then click Yes. This will move this invoice to your Archive tab inside your Invoices folder. So if we click on Invoices again and then go to Archived, you'll see all your archived invoices here. These archived invoices can then be restored later if necessary. To edit an invoice, simply click on the Edit button and then make any adjustments as necessary. Once you're done, the invoice will be moved from an issued invoice back to draft invoice. You can approve an email list to send your customer the updated invoice, and you'll also be given an opportunity to edit the email template just to let them know that you may have updated their invoice. Now we're going to move on to the mobile apps. From the home menu of the mobile apps, the first thing you're going to want to do is to click on Existing Records and Drafts, then click on Invoices. Here you can filter by your invoices, whether you want paid, unpaid, or draft. We're going to choose this invoice as a quick example. Once you click on it, click open. If we wanted to delete this invoice, we're going to want to click on the burger menu icon in the top right-hand corner and then delete. If we wanted to edit it, all we would have to do is click on the edit button down here. On the app, it brings you through several stages, so you can first edit the customer details Then you can edit the job address details, and then the invoice itself. Once you've made the changes you set out to make, click Approve, and then you're prompted whether you want to email it or just preview it. Preview will issue the invoice, whereas email will issue it and then resend it to your customer after you've taken the time to edit the email as necessary. And that's it!