Updated Invoices to allow Editing of Invoice Line Items within JenesisNow
JenesisNow- Updated Invoices to allow Editing of Invoice Line Items
A new feature allows you to edit an invoice before generating it. Go to a policy on the policy level, scroll down to the Invoices card, and then open the invoices by clicking on the symbol next to the plus sign.
In the Policy’s Invoices popup window, select the invoice to be edited, and then click the green Edit Invoice button. This will bring up another popup window to allow you to change the policy number, type, comment, amount due, and due date. Once you have made the edits desired, click the green save button, and these edits will be shown on the invoice. To generate the invoice you just edited, click the green Generate Invoice Form selected.
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