Edit invoices

In the Invoice # screen, you can change information such as customers, payments, products, or services for specific invoices. You can also see the status (active or expired) of your customers' Mercado Pago payment links.

Note: You cannot change eInvoices.

  1. Do one of the following.

    • In the Sales screen, click the row for the invoice you want to change.

      Note: You can filter invoices by date, status, type, and sale point in the Sales screen.

    • In the customer activity screen, click the row for the invoice you want to change.
  2. Enter the information.

  3. Optional: If you have not received payments for the invoice and want to accept online payments for the sale, mark the Accept Mercado Pago Payments checkbox.

    Notes

    • If you mark the Accept Mercado Pago Payments checkbox, the payment applied will be for the total amount of the invoice, so you cannot add payments to the sale. Move to step 5.
    • To add another payment or a credit memo, clear the Accept Mercado Pago Payments checkbox, and enter the payment information in the Payments section.
    • When you save the invoice, you will be prompted about sending the link for payment to your customer. If you press OK, the application sends an email message with the link to your customer; if you press Cancel, the application will not send the link from the invoice.
    • If you change the invoice or if the Mercado Pago link is due, the application will regenerate the Mercado Pago payment link when you save the changes.
  4. If you received an amount toward the sale, click Payments, and enter information to apply the payment.

  5. Optional: If you want to enter a comment for a specific product or service or for products or services in general, click Add Comment in the Product / Service Name section. You can also change or delete a comment that you previously entered.

    Notes

    • The comment will be associated with this invoice.
    • OnBalance saves and displays the comments in the order in which you enter them on the invoice.

  6. Optional: If you need a duplicate copy of the invoice or an invoice with similar terms, click the Copy button to create a copy of the information as an additional invoice, and then change the information, such as customer, date or due date, or service, if necessary.

    You will see the duplicate invoice in the Sales screen.

  7. Click Save & Send to send the updated invoice to your customer, or click Save & Close to close the screen.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.