Archived: How to modify a sales invoice or vendor bill

Before you start

You can edit or cancel a transaction if:

• The customer hasn’t paid the invoice
• You remove the payment allocation from a paid transaction
• A validated tax return doesn’t include the transaction
• The tax return remains in draft status and you can delete it

You can’t edit or cancel a transaction if:

• A validated tax return includes the transaction
• The invoice has been issued

If you can’t edit the transaction, reverse it, create a credit note, and then create a new transaction with the correct details.

Edit a paid sales invoice

Remove the payment allocation

1. Go to Contacts, Customers.
2. Select the customer.
3. Open the Customer Receipt from the activity list.
4. Clear the Sales Invoice checkbox.
5. Select Save.
6. Select Yes to save the amount as a payment on account.

Edit the invoice

1. Return to the customer record.
2. Open the Sales Invoice.
3. Select Edit.
4. Make your changes.
5. Select Save.

Reallocate the receipt

1. Return to the Customer Receipt.
2. Select Outstanding in the Display filter.
3. Select the invoice.
4. Select Save.

Edit a paid vendor bill

Remove the payment allocation

1. Go to Contacts, Vendors.
2. Select the vendor.
3. Open the Vendor Payment from the activity list.
4. Clear the Vendor Bill checkbox.
5. Select Save.
6. Select Yes to save the amount as a payment on account.

Edit the bill

1. Return to the vendor record.
2. Open the Vendor Bill.
3. Select Edit.
4. Make your changes.
5. Select Save.

Reallocate the payment

1. Return to the Vendor Payment.
2. Select Outstanding in the Display filter.
3. Select the bill.
4. Select Save.