Editing a Debtor Invoice

You can only edit an existing invoice if the invoice was generated in the current period, and the invoice is unallocated. Any changes are posted to the relevant General Ledgers.

Note: The ability to edit a debtor invoice is enabled by a User-level profile setting called Permitted level of access to debtor transaction editing. If this is not enabled, you will not be able to edit a debtor invoice.

If the invoice was generated in a non-current period, that has been locked, or the invoice is allocated, or partially allocated, you can only edit the reference fields of the invoice, such as the order number, or add a narrative.

Accounts > Debtors

1. Click on the Transactions tab for the required debtor account.

2. Right-click on the required debtor invoice and select Edit Invoice. The Edit Invoice [inv number] window is displayed.

3. Edit the invoice as required.

4. Click Save.

5. A confirmation dialog is displayed. Click Yes. You are then prompted to print the invoice.

Editing the Reference Fields of a Debtor Invoice

If a Debtor invoice has already been allocated, or is dated in a prior period, you can no longer edit the invoice, but you can edit the reference fields of the invoice.

Note: The Permitted level of access to debtor transaction editing User-level profile setting must be set to "Full invoice editing allowed" or "Invoice header fields editing allowed" for user to be able to edit Debtor invoice reference fields.

1. Click on the Transactions tab for the required Debtor account.

2. Right-click on the required Debtor invoice and select Edit Ref Fields. The Edit Transaction Reference window is displayed.

   

3. Edit the fields using the following table:

   Field	Description
   Trans Date	The transaction date of the original invoice. Cannot be changed to a locked period.
   Payment Date	Payment due date.
   Reference	Any reference number or text.
   Cust Order no	Customer Order Number.
   Amount	Amount of the invoice - display only, this cannot be changed.
   Narrative	Any further narrative you want to add about the invoice or the changes to it.

4. Click Save.