VakeelPro - Edit Invoice

INV-2024-005

Created: Jan 8, 2024 Due: Jan 23, 2024

Draft

Invoice Details

Client & Case

Client

RK

Ramesh Kumar

ramesh.kumar@email.com

Associated Case

Line Items

Description	Qty/Hours	Rate (Rs.)	Amount
			Rs. 10,000
			Rs. 15,000

Expense Items

Subtotal (Services) Rs. 25,000

Expenses Rs. 1,500

Tax (GST)

% Rs. 4,500

Grand Total Rs. 31,000

Notes & Payment Terms

Invoice Notes (Optional)

Payment Due Date

Payment Terms

Last modified: Jan 10, 2024 at 3:45 PM

Quick Summary

Total Amount Rs. 31,000

Status Draft

Due Date Jan 23, 2024

Activity Trail

Invoice edited

Updated line item description

Jan 10, 2024 at 3:45 PM

Invoice edited

Added expense item

Jan 9, 2024 at 11:20 AM

Invoice created

By Rajesh Sharma

Jan 8, 2024 at 2:30 PM

Editing Restrictions

Invoice editing capabilities depend on the invoice status. Understanding these restrictions helps maintain accurate billing records.

Draft Invoices

Full editing allowed - Modify all fields
Change client, case, line items, expenses
Adjust tax rates and payment terms
Delete the invoice if needed

Sent Invoices

Limited editing - Some fields locked
Cannot change client or invoice number
Can update notes and internal references
Consider voiding and creating new invoice for major changes

Paid Invoices

Editing disabled - Read-only view
Maintains financial integrity
All changes are audited and tracked
Contact admin for corrections

Activity Trail

Every change to an invoice is logged in the Activity Trail. This provides a complete audit history showing who made changes, what was changed, and when.

Pro Tips

Save changes frequently while editing
Preview invoice before sending to clients
Use keyboard shortcut Ctrl+S to save
Review the Activity Trail before sending

Demo Status:

Edit Invoice

INV-2024-005

Client & Case

Line Items

Notes & Payment Terms

Editing Invoice Guide

Editing Restrictions

Draft Invoices

Sent Invoices

Paid Invoices

Activity Trail

Pro Tips