The Invoice Edit window within Ad Sales Genius allows you to quickly view and edit all invoice line items at a glance. If you have QuickBooks Online integrated with your system, you can see the status of each of these line items directly from this page. This article will discuss how to access the Invoice Edit window and give an overview of its capabilities.
Access the Invoice Edit Window
Follow these steps to access the new Invoice Edit window:
- Click Accounting using the left-hand navigation menu.
- Click the Invoice tab to see a list of all of the invoices in the system.
- Click the View button next to an invoice you would like to edit. This will display the Invoice Detail Panel.
- Click the Edit button to display the new Invoice Edit Window.
Use The Invoice Edit Window
The Invoice Edit window displays important information at a quick glance. This window displays the invoice number, client information, invoice line items, and financial info.
Across the top of the page, you will see the name of the advertiser, the invoice number, the invoice balance, the email and bill-to contacts, terms, and invoiced and due dates.
Enable the Pay Commissions toggle switch to pay out commission on this invoice.
The line items section displays the invoice number, the product/line item, the line item description, and the amount. You can also view your custom fields and remove the line item from this invoice in this section.
The first column allows you to drag and drop that row so you can sort information to your liking.
Drag-and-drop the 
icon to your desired location.
The 
column displays the line item number.
Click the line item to display the edit options for this particular insertion:
Use the Product/Service/Line Item drop-down field to select the product for this insertion.
You can also quickly see which line items are connected to QuickBooks, if applicable, by referencing the icons found on the Products field. The 
icon means that there is an issue with this line item that must be addressed in your QuickBooks mapping. Click here for more information about integrating QuickBooks Online.
Use the Description field to enter the description for this line item.
The Amount field is where you can enter the dollar amount for this line item.
Click the Tax check-box field if this line item is taxable.
Click the 
button to display your custom fields.
Click the 
button to remove this line item.
Click the Add Line button to add another line item to this invoice.
Use the Discount fields to choose whether you would like to apply a fixed or a percentage discount. Use the text field to enter your discount value.
If this invoice requires comments, you can enter them in the Comments field.
Click the Save Invoice button when you are satisfied with your selections.
