Open the invoice, make the correction, then inspect the total and any payment schedule before sharing an updated copy.
Why this matters
The event invoice brings together what the client owes, what was requested, and what was received. Review the balance and provider result before changing a schedule, recording a payment, or promising a refund.
Before you start
Open the correct event and invoice. Confirm the existing balance and any recorded payments.
In Releventful
Use Search Events to find the event, open its side panel, and choose Financials under Event Sections. Open the invoice and click Edit on the line or detail to change.
Enter the correction and click Save Row or Save Item, then click Save on the invoice.
Click Preview and compare the revised total with recorded payments and schedule before sending an update to the client.
A useful decision
Check the client, brand, item prices, tax, service charge, and any existing payment before sending an invoice revision. A saved total is not proof the client has seen it.
Check the result
Review the updated invoice, payment schedule, and client balance. Confirm live payment or refund results with the provider.
Important to know
Editing an invoice record is different from collecting or returning money. Confirm online payment or refund results with the configured provider.