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How to download an invoice document for edit
How to download an invoice document for edit
Updated over a week ago

Click into the invoice > go to the invoice preview window > find the '...' button > 'Download docx'

The docx version of the invoice will be downloaded. From here, add the additional notes or details required and save.

Back in Synergy, go to the invoice > invoice preview window > '...' > 'Upload docx'.

Navigate to the newly edited invoice docx and save. The preview window will generate a new document as a PDF.

If the invoice was edited incorrectly, you can roll back the changes by going to the invoice preview window > '...' > 'Versions'

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