How do I edit an existing entity?

Once an entity is created within eProcessify Invoices, you can edit it at any time.

Here are the steps to edit an existing entity.

Step 1: On the navigation panel, click on 'settings' from the panel.

Step 2: To edit an entity, you need to navigate to the entities section, select the entity that you want to edit, and just click on the 'edit' icon.

Step 3: Make the necessary changes that align with your specific requirements.

Step 4: Once you have made all the necessary changes, simply click on the 'update entity' button to save the updated entity.

This is how you can edit an existing entity on eProcessify.