How to modify a sales invoice or vendor bill

Summary

How to edit paid or unpaid sales invoices and vendor bills in Sage Accounting. Remove payment allocations from paid transactions, make your changes, then reallocate the payment.

Description

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.

Resolution

Edit an unpaid sales invoice or vendor bill

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

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.

Related Solutions

Edit or void a bill in Accounting

Solution Properties

Solution ID
220217181929647
Last Modified Date
Fri Sep 11 18:06:53 UTC 2026
Attributes
Product Details
Integrated Product: Blueprints
Views
0