Editing Invoice Info After Upload

Uploaded the wrong amount or typo in the debtor name? No worries—Roopi lets you fix it anytime.

🛠️ How to Edit an Invoice

1. Navigate to the Invoices tab.

2. Find the invoice you want to update.

3. Click the Actions button (right side).

4. Select Edit.

📝 You can change:

• Contact Information

• Invoice Details

✅ After updating the fields, click Update Invoice to apply changes.

🔄 When Should You Edit?

• The invoice was uploaded with the wrong contact information.

• You want to correct client details before messaging starts.

• You updated the payment link.

Changes take effect immediately and can update how Roopi communicates with your clients.