Edit an Invoice Item

Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

 

Click Invoice Items. This page lists all of the invoice items you created. Each item entry is an active link to the item's details.

Click the link for the invoice item you want to  edit . The Item Details window opens to show you the details for the item.

Click Edit Item to put the details in  edit  mode.

If the item is currently being used by a template, any change you make automatically updates the template. Any invoices currently using the template, however, are not affected by the change.

If the fund associated with the item no longer exists, you are prompted to select a new fund.

Make the desired changes to the item's details.

Click Save. A message is displayed to inform you that the change was made successfully.

Click Close to exit the Item Details window.

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