Editing Ledger Payments
  • 20 May 2022
  • 1 Minute to read

Editing Ledger Payments

You can edit payments from the Finance section of the Admin Panel or directly from the the Ledger tab in any customer record.

What you can edit on a payment
  • The invoice assigned to the payment
  • The payment notes
  • The transaction date
  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Finance > Ledgers.

  3. Click on the payment you want to edit.

  4. Edit the payment details.

  5. Click the Save Changes button.

The payment details now reflect your edits.