To change the type of an existing invoice, follow these steps:

  • Open the invoice whose type you want to change.
  • At the top, in the "Choose Invoice Type" section, you will see a drop-down menu.
  • From it, select the new invoice type – for example, Proforma Invoice, Credit Note, or Debit Note.
  • If needed, update the details on the invoice according to the selected type.
  • Click "Save" to confirm your changes.