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Course Content

Editing a Charge Amount

First, locate the purchase. This can be done in 3 ways. 

  1. Sales > Purchases > Search for the customer > Locating the purchase via the purchase screen

  2. Contacts > Contacts > Search for the person > Locate the purchased product via their contact screen

  3. Sales > Products > Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen

  • Once you have located the purchase scroll down to the Charges & Payments box

  • Select the Summary tab and click the Add a charge button


  • Then complete the charge information field and click the Create a charge button

  • If you want to edit an upcoming charge, then select the Pencil icon to the right of the charge you want to edit


  • Adjust the charge and click the Save changes button


  • If you are editing the charge to break into smaller payments, check out our guide for adding future charges

Last updated 25 Sep 2022.