# Finalize Invoice {% hint style="warning" %} **Edit and View** Invoice access is required. Only direct invoices (not related to any POs) may be updated from the **Invoices** Page. Updates to Purchase Orders will flow to its respective Invoices. {% endhint %} ### Step 1 Navigate to Dashboard, select **Invoices** on the Side Navigation Menu. Click **Edit**.

### Step 2 Update fields as needed. #### Section 1 - Primary Details * Due Date - Invoice Due Date. * Discount - Discount amount to be applied, if applicable. * Tax Rate - Tax rate on Items, if applicable. * Main Contact - Select contact from requesting Account.

#### Section 2 - Shipment Address

#### Section 3 - Order Items

{% content-ref url="../how-do-i-add-an-invoice-item" %} [how-do-i-add-an-invoice-item](https://docs.apptiflo.com/application-docs/invoices/how-do-i-add-an-invoice-item) {% endcontent-ref %} {% content-ref url="../how-do-i-edit-an-invoice-item" %} [how-do-i-edit-an-invoice-item](https://docs.apptiflo.com/application-docs/invoices/how-do-i-edit-an-invoice-item) {% endcontent-ref %} {% content-ref url="../how-do-i-delete-an-invoice-item" %} [how-do-i-delete-an-invoice-item](https://docs.apptiflo.com/application-docs/invoices/how-do-i-delete-an-invoice-item) {% endcontent-ref %} #### Section 4 - Notes Add note as needed. Customer will also see this note.

### Step 3 Click **Save**, **Mark as Paid**, or **Mark as Uncollectible**.

If you choose to **Mark as Paid**, confirm **Paid**. This Invoice status will update to **Paid**.

If you choose to **Mark as Uncollectible**, confirm **Uncollectible**. This Invoice status will update to **Uncollectible**.