How to Edit and Delete Invoices in TaskPilot

Managing your invoices efficiently is crucial for maintaining accurate financial records. TaskPilot offers a user-friendly interface to help you edit and delete invoices with ease. Follow these detailed steps to make necessary adjustments to your invoices.

Navigate to the Invoicing Section 

Log in to your TaskPilot account. Go to the sidebar menu on the left, click Dashboard, and select Invoicing from the dropdown. 

Editing an Invoice

1. Locate the Invoice You Want to Edit

Scroll through the list of invoices or use the search function to find the specific invoice you need to edit. Move your cursor over the invoice you wish to edit. An Edit icon will appear on the right side of the invoice. Click on that icon to open the invoice in edit mode.‍

2. Adjust the Listed Records

‍Delete a Record:

To remove an item from the invoice, hover over the item. A Delete button will appear on the right. Click this button to remove the item.‍

Modify Details Within a Record:

Hover over the item and click on the Information button that appears on the right. This will open a modal window.

• Click on the three-dot menu at the top of this modal.
• Select Edit Summary from the dropdown menu.
• Make the necessary changes.
• Click Exit Edit Mode button after to save the changes and close the modal.

3. Apply Discounts if Needed:

If you want to adjust the total amount, you can add a discount. Look for a discount field within the invoice editing interface and enter the desired discount percentage. The subtotal and total due amounts will be automatically recalculated to reflect the discount.

Deleting an Invoice

Scroll through your list of invoices or use the filter option to locate the invoice you wish to delete. Hover your cursor over the invoice. A Delete icon will appear on the right side. Click on the Delete icon. A confirmation prompt will appear asking if you are sure you want to delete the invoice. Confirm your decision by clicking Yes, delete record button.

By following these steps, you can easily edit and delete invoices within TaskPilot, ensuring your records are always up-to-date and accurate. This process is designed to be straightforward and accessible, even for those who may not be as familiar with digital invoicing systems.