Editing Billing Documents

  1. On the Billing Documents tab, click the name of the billing document you want to edit.
  2. Click Edit.
  3. Make the changes you require. See Billing Document Fields for information about specific fields.
  4. Click Save.

To add billing document line items, click Add or New in the Billing Document Line Items related list of the Billing Document Detail page.

To edit a billing document line item:

  1. Click on the document line item you want to edit.
  2. Click Edit.

To delete a billing document line item:

  1. Click on the document line item you want to delete.
  2. Click Delete.