Solution Properties
Solution ID:
240304191551427
Last Modified Date:
Mon Mar 02 19:12:16 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
sageadmin
How to edit or void sales invoices
Description
Cause
Resolution

Before you start

  1. You can’t edit or delete an invoice included on a tax return. Create a credit note to reverse it, then enter a new invoice if needed.
  2. If the invoice is Paid, first remove or unallocate the linked payment or credit note.
  3. If the invoice is Draft or Unpaid, you can edit or delete it.

Rules

  1. You can’t delete a posted sales invoice with incorrect details. Edit it or mark it void if not reconciled.
  2. You can’t edit or void a reconciled invoice. Create a credit note to reverse it, then re‑enter the invoice.
  3. You need full access to Sales to void or edit saved invoices. With restricted access, you can only edit or delete draft invoices.
  4. Voiding an invoice removes amounts but keeps the invoice in accounts. This preserves sequential numbering and visibility.
  5. You can delete a Draft invoice. It has no invoice number and does not affect the ledgers.
  6. Edit or void based on whether a payment or credit note paid the invoice.

▼Editing an 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. Select Apply.

Void an 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

When you edit stock lines, the Goods Out transaction updates in stock activity. Cancel a sales invoice to remove the stock movement and adjust stock levels.

▼Editing or voiding an invoice paid with a customer receipt

If you entered the receipt in error:

Delete the receipt to remove values from accounts. See the article How to delete customer receipts.

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

Unallocate the invoice and receipt. The receipt becomes a payment on account for future allocation.

If the receipt is reconciled:

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.

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 does not affect other allocations 
  • If a credit note covered multiple invoices, open the credit note, change 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
Related Solutions