Solution Properties
Solution ID:
240304191551427
Last Modified Date:
Fri Jun 12 00:58:41 UTC 2026
Taxonomy Path:
Category//Transactions
Author:
sageadmin
How to edit or void sales invoices
Description
Cause
Resolution

Before you start

  • Edit or delete an invoice only when it’s Draft or Unpaid
  • Remove or unallocate linked payments or credit notes before editing or voiding a paid invoice
  • Create a credit note instead of editing, deleting, or voiding an invoice included in a tax return
  • Don’t edit or void a reconciled invoice; create a credit note and re-enter the invoice if required
  • Ensure you have full access to Sales to edit or void invoices

Understand your options

Use this section to explain the difference between each action before the steps.

Edit an invoice

Edit an invoice if it's still Draft or Unpaid, and you only need to correct details.

Delete a draft invoice

Delete a draft invoice if you no longer need it. Draft invoices don’t affect your ledgers.

Void an invoice

Void an invoice when you post it and need to remove its values from your accounts while keeping the invoice record.

Reverse an invoice

Reverse the invoice with a credit note if it's included on a tax return. Also, use a credit note if payment, reconciliation, or tax rules prevent voiding.
▼Editing an unpaid invoice
  1. From Sales, select Sales Invoices.
  2. Open the invoice.
  3. Make changes and select Save.

Reorder your invoice lines

  1. From Sales, select Sales Invoices.
  2. Open the invoice and select Reorder lines.
  3. Drag items in the Reorder column to the desired order.
  4. Select Apply.

Void an unpaid invoice

  1. From Sales, select Sales Invoices.
  2. Select the checkbox for the invoice and choose.
  3. Enter a reason and select Yes. The status changes to Void, and values no longer appear in accounts.

 

▼Editing or voiding an invoice that includes stock items
Editing stock lines updates the Goods Out transaction in stock activity. Voiding the invoice removes the stock movement and adjusts stock levels.

 

▼Editing or voiding an invoice paid with a customer receipt
Use this section as a decision-based layout instead of three separate fragments.

If you entered the receipt in error:

Delete the receipt first. Then edit or void the invoice if needed. See the article How to delete customer receipts.

If the receipt is correct, but you must edit or void it:

Unallocate the receipt from the invoice first. The receipt remains as a payment on account for future use.

For a reconciled receipt:

You can't delete the receipt. Unallocate it by following How to unallocate receipts or payments from an invoice. Post a customer refund with the same details if required by following How to record customer refunds. 

 

▼Reversing an invoice paid with a credit note

Unallocate the credit note

  1. Select Contacts.
  2. Open the customer and select the Activity tab.
  3. Open the customer transaction.
  4. Clear the checkboxes for the invoice and credit note you want to unallocate.
  5. Select Save.

NOTE:

  • The transaction date is the allocation date 
  • Unallocating one invoice and credit note doesn’t affect other allocations 
  • If a credit note covered multiple invoices, open the credit note, change the Amount to pay, and Save

 Reversing an invoice paid with a credit note (included on a tax return)

  1. From Sales, select Sales Invoices.
  2. Open the invoice.
  3. From More, select Create Credit Note and enter the same date as the invoice.
  4. Verify the credit note matches the invoice and select Save.
  5. Create a new invoice with correct details if necessary. The next tax report will exclude the credit, correcting the liability.

 

Steps to duplicate
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