Edit Invoice on the Device

Overview

While working in the field, you can use the MobiWork mobile app to update invoice details, and modify line items.

Additionally, you can modify invoice line items by updating quantities, prices, discounts, manufacturers, and part or service descriptions. The following sections explain how to access and use the invoice editing functions for the aforementioned details in the MobiWork mobile app.

Table of Contents

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To edit an invoice, you will first need to access the Invoice page. For more information on how to access this page, please see the Mobile Invoices Layout page.

Once you are on this page, select the The Actions Panel tile:

The More... tile

Edit Invoice

The "Edit" option will allow you to edit the terms of the invoice, in addition to key invoice information, including the invoice status, invoice date, due date, tax rate, and payment terms.

You can access the "Edit" option from the More... tile:

You can access the "Edit" option from the Actions Panel tile:

After pressing on this tile, you will be able redirected to the Edit Invoice page:

Once you are on this page, you will be able to edit the following invoice data:

The status of the invoice (i.e., "Open," "Checked Out," "Service Completed," "Customer Invoiced," "Paid," and "Cancelled")
The date of the invoice
The invoice's payment terms, (e.g., due on receipt, net 15, net 20, etc.). If there are "net" terms and no due date MobiWork will automatically be able to calculate the due date based on the "net" selected.
The date that the payment is due
The tax rate

Once you are satisfied with the updated data, press the Save tile to confirm the changes.

Edit Comments

The "Edit Comments" option will allow you to edit any comments associated with the invoice.

You can access the "Edit Comments" option from the More... tile:

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You will then be redirected to the Edit Invoice Comments page:

Once you are on this page, you will be able to type out your comments. When you are satisfied with the updated comment, press the Save tile to upload it.

Edit or Remove Invoice Item

To edit or remove a specific invoice item from the Invoice page, press and hold the desired item to access the available options. Please note that the invoice must have an "Open" status for you to edit or remove an invoice item:

Edit Invoice Item

By selecting the "Edit" option from the pop-up that appears, you will be redirected to the item page of the selected product:

On this page, you can update the price, quantity, discount, and description of the selected product:

Once you are satisfied with the updated information, press the Save tile.

Remove Invoice Item

By selecting the "Delete" option from the pop-up that appears, the product or service selected will automatically be removed from the invoice:

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!