Fields across all Forms are editable, including:
- Form Numbers
- Payment Types
- Ship To/Bill To Addresses
- Invoice Statuses
- Discounts and/or Taxes
To edit the data above, you may either click into each respective field directly and type your desired result; or, alternatively, some portions of a Form will require you to add a new option using a (+) icon. (ie) adding Discounts or Additional Costs.
To Customize the Object information available on a Form and/or format visible fields, navigate to Customize towards the top-right hand side of your Form. A module will appear with a list of checkboxes you may opt in and out of. Once you’ve made your desired options, click Save. You should now see your edits reflected in your Form.
For more advanced Invoicing features available to Premium users, we recommend using Transactions.