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Course Content

Editing a Charge Amount

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

  1. Products > Purchases tab > Search for the customer > Locating the purchase via the purchase screen
  2. Lists & Contacts > Contacts tab > Search for the person > Locate the purchased product via their contact screen
  3. Products > Products tab > 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
  • 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 3 Dec 2018.