Introduction

At OpenSolar, we understand that flexibility is a critical part of working in solar. We’ve designed CashFlow to support all kinds of changes and variations - including the invoice details for your customer. 

CashFlow allows you to edit the customer name, email address, and project address across all unsent invoices for a project - at any time throughout the project lifecycle. You can access this from both the Payment Options page and the post-sale project page.

Edit invoice details

On the Payment Options page, hover on the Cashflow payment card to see the 3-dot overflow menu in the top right corner, and select “Edit invoice details” from the menu. 

Note: You must save the project before you can edit invoice details.

From the post-sale payments page, select “Edit Invoice Details” within the “Invoices” section.

The “Edit Invoice Details” dialog allows you to customize the customer name, email, and project address. Saved changes are applied to all invoices generated for the project that have not yet been sent. 

If you want to edit invoice details for an outstanding sent invoice, cancel the invoice and resend after saving the edited invoice details.

Additional Resources:

• Post-Sale Price Adjustments with CashFlow
• CashFlow Invoice Breakdown