Editing and Resending an Invoice

How Do I Edit and Resend an Invoice?

Sometimes your customer will ask to resend their invoice with new information (ie. company name, a different address, etc). They may have forgotten to fill out fields on the order form. Although you cannot edit the invoice directly there is a trick to display the new information on the invoice.  

Here is what you'll need to do

  1. Select the Products from your Simplero Dashboard
  2. Select the Purchases tab
  3. Search and select the customer's name
  4. You will be directed to the customer's purchase screen
  5. Click the Edit link located on the top right corner of the Purchase summary box or under the Billing Contact on the right-hand side

    Edit_link_in_Purchase_summary_to_edit_billing
  6. Update the information requested by the customer in the Edit Billing screen

    Edit_billing_contact_screen
  7. Scroll down and click the Save changes button
  8. Go back to the Purchase screen and click the Invoice # under the Charges & Payments box

    Invoice_number_in_charges_&_payments
  9. When the invoice opens up in your browser, click at the end of the URL, type ?refresh=1 and hit Enter to refresh the page

    Updated_billing_information
  10. And there you go! You now have an updated invoice

    Updated_billing_information

Resending an updated Invoice

  1. From the customer's Purchase screen, go the Charges & Payments box
  2. Click the Envelope icon to the right of the invoice to resend this invoice
  3. That's it! Your customer will get the updated invoice.

    Envelop_icon_to_Resend_invoice