Before you start
- The invoice open in Zoho, unpaid.
Steps
1
Change the discount or the processing fee
Edit Discount or Enable Processing Fee and save.
How you know it worked
- Within a minute our copy of the invoice carries the change, and the QuickBooks invoice shows the discount as a line named Order discount, taken off before tax.
- The total drops by the discount plus its tax, and reads the same in Zoho, in QuickBooks and here.
What you cannot change
- The amount. It is computed from the lines. Change the lines on the work order instead, before the job is completed.
- The due date. QuickBooks sets it; Zoho only shows it.
- The invoice number and the payment status. Those are ours.