You can edit a document if you created a sales document such as an invoice or quote with the wrong username, or want to change the username on a document to reflect appropriately in sales reports. By default only user accounts with administrator access are able to change the user on a document.
- In OnSite StoreMaster find the document and open it.
- Click the username in the color-coded document header at the top left.
- Select the right username and click Save.