How do I change the details in an invoice?

 

If your invoice is at  stage, simply click  to change the desired details then click

If your invoice is at  or  stage then you cannot edit the invoice. You would need to refund the invoice then re-create the invoice to change its details. Follow the instructions below to change an invoice:

  1. Click on .
  2. Choose option "Modify: create refund, reconcile and create a new draft invoice" in the popup dialog and provide a Reason.
  3. Click .
  4. A refund invoice will be automatically created in  state.
  5. Go to Accounting -> Customers -> Customer Invoices and locate the new draft invoice for the customer containing the same details as the previously refunded invoice. Usually its the top most invoice in the list.
  6. Click  and make the changes in the invoice then click  when you are done.

Note: Please take note that the invoice number will change if you perform a refund and re-create the invoice.

Aaron Neo Hao Kiat
Aaron Neo Hao Kiat
10000
| 1 1 1
Asked on 6/6/15, 1:40 AM
0
vote
298 Views
This question has been included in the official documentation.

Your answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

Ask a Question

Keep Informed

About This Forum

This community is for professionals and enthusiasts of our products and services.

Read Guidelines

Question tools

2 follower(s)

Stats

Asked: 6/6/15, 1:40 AM
Seen: 298 times
Last updated: 6/6/15, 2:43 AM