Help · Sales

How to edit a draft sales document

Only drafts can be edited. Submitted documents are changed by cancelling and amending.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

  1. Open the draft and click Edit.
  2. Change customer, dates or lines.
  3. Save as draft or Save and submit.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

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