How to Edit Invoices in First Class

How to Edit Invoices in First Class

This article gives you the steps on how to edit invoices. 

If you want to make a minor adjustment or add a new line item, you can edit existing invoices via following the steps below.

Editing invoices on the Payment Summary page

Step 1 - Within the Payment List menu, click “Payment Summary”.

Step 2 - Select the invoices you want to edit, then click the “Edit” button. 

Step 3 - Click the “Add Line” to add a new line or “Delete” to delete the action.

Step 4 - If adding a line, input the description and amount in the field.

Step 5 - Then click the button “Save”.

Editing invoices in the Ledger tab

Step 1 - In the student or parent profile, click the “Ledger” tab.

Step 2 - Select the invoices then click the “Action” button.

Step 3 - Click the “Edit” button.

Step 4 - It will open the edit invoice modal. Then click “Add Line” to add a new action or delete to delete.

Step 5 - In adding a new line, fill up the description and amount in the field.

Step 6 - Click the “Save” button.

NOTE: You cannot edit an invoice in First Class if a payment or credit note is already applied to that invoice. This locks the invoice from further edits. 

You can overcome this in the case of a credit not by de-allocating a credit from the invoice. This will open up the editing feature.

An alternative is adding a separate new custom invoice by using the new invoice option in the customer ledger.