Editing items in your item catalog lets you keep everything accurate and up-to-date, making invoicing smoother and ensuring your details are always correct.
Editing an item from the item catalog will not affect any invoices that were created before. Every change in the item catalog will affect future invoices only.
This article explains how to edit any item in your catalog in a few steps:
1 - Sign in to your Melio account.
2 - Select Settings on the left sidebar.
3 - In the Get Paid section, select Invoice items.
4 - The list of invoice items will appear on the screen. Find the item you want to edit.
You can use a search bar to find the desired item quickly.
5 - Select a three-dot icon on the right side next to the item you want to edit.
6 - In the pop-up menu, select Edit.
If you want to delete the item, select Delete and follow the on-screen instructions.
7 - The pop-up window will appear. Here, you can change the item details:
- Item name.
- Item price.
- Whether the item is taxable by default.
After all the changes are made, select Save to complete the process.
That’s it. You successfully edited the item details. A confirmation message will appear at the top of the Invoice items section.