How to Edit Invoice Details

This article will help provide instruction on how to edit your invoice details including address, phone number, memo (display note), invoice description, and more. 

1. Go to Favorites > Families. Select and Edit the family in question.
   
   
   
2. From the Invoices tab, select and Edit the appropriate invoice.
   
   
   
3. Click Edit Invoice Details at the top of the page.
   
   
   
4. That will take you to the Edit Invoice Details screen where you will be able to update information tied to the invoice including address, phone number, memo (display note), invoice description, payment plan, and more. 
   1. 1. 1. The information about who the invoice is billed to, including the name, address, phone number, and email address
         2. The invoice date The memo (display note)
         3. The invoice description
         4. The payment plan
            • IMPORTANT!: you must select a payment plan for the invoice to be billed automatically if you use BigSIS Tuition Management
5. Click Save when you are done.