Invoices often include multiple line items like products or services. Whether you're editing an existing invoice or adding new items for the first time, Tyms makes it easy to record and manage all the necessary details under each invoice.
Steps to Edit Invoice Records:
From the top navigation bar, select More, hover over Revenue, and click Invoices. This will take you to the Invoices page, where you can view all your recorded invoices in the Invoice table.
Use the Search Bar or scroll through the list to locate the specific invoice you want to update.
All the fields on the table are editable. Click on any field (e.g., Title, Customer, Due Date) to make changes to the record.
Steps to Record Invoice Items:
To view, manage, or edit the items associated with an invoice, use either of the following methods:
Menu edit: Click the three-dot icon at the start of the invoice row, then select Edit from the menu.
Inline edit: In the Invoice Table, click directly on a field, such as the Total Amount cell or the Balance cell, to open it for editing. Each field on the table is editable, and clicking it opens the relevant details for update, including the account.
Click on the Total Amount of the invoice you want to edit.
A modal window will open, displaying the line items recorded under that invoice.
Inside the modal, you can:
Edit line items by clicking on any field (e.g., Item Name, Quantity, Account, Amount, Tax, Discount)
Add a new line item by clicking the ➕ icon in the action column to insert a new row
Delete a line item by clicking the ➖ icon in the action column to remove a row
As you make changes, the Total Amount updates automatically in real-time.
When you're finished, click “Save” at the bottom of the modal to apply your changes. The itemized details and total invoice amount will update immediately.