How to modify Paid and Unpaid invoices

You can modify or cancel an invoice if:

• The customer hasn’t paid it
• The customer paid it, but you temporarily remove the payment
• A validated tax return doesn’t include it
• The tax return is in draft, and you can delete the draft to free the invoice

You can’t modify or cancel an invoice if:

• The tax return including the invoice is validated
• The invoice has been issued

If you can’t modify the invoice, reverse it and create a credit note. Record a new invoice with the correct details.

You need to make corrections to a previously entered Sales invoice or Vendor Bill

To Modify an Unpaid Invoice

1. Go to Sales or Expenses.
2. Click the invoice.
3. Select Edit.
4. Apply changes.
5. Click Save.

To Modify a Paid Invoice

1. Open the invoice and click the blue payment link to access the transaction window. See Access a payment from an invoice in Accounting.

2. In the transaction, remove the allocation to the invoice.

3. Save it as a payment on account.

4. In the Customer Receipt or Supplier Payment window, clear the checkbox for the relevant invoice.

5. Click Save to update the transaction.

6. Click Yes to save the unallocated amount as a payment on account. T

   he payment is now unallocated, and you can modify the invoice.

7. Modify the invoice.

8. Reallocate the payment on account to the invoice.

Edit or void a sales invoice in Accounting

Edit or void a bill in Accounting