How to Edit or Update an Invoice in Your Payments? 📑

Keeping your tax receipts in order is essential for flawless reconciliation. If you need to change an invoice associated with a payment, you can do so quickly from your Clara platform to ensure your accounting is always accurate.

Step-by-Step to Edit Your Invoice

1. Log in: Access your account on the Clara web platform.

2. Payments Section: Go to the "Payments" section in the main menu.

3. Locate the Payment: Find the transaction you wish to modify and click on the three dots (...) in the "Actions" column.

4. Edit: Select the "Edit invoice" option.

5. Unlink: Click on the "X" icon next to the currently linked invoice to remove it from the transaction.

6. Link New: Search your files or the pending invoices list for the correct receipt to associate it.

7. Confirm: Once the new invoice is selected, you're done! Your information will update automatically.