How do I edit an Invoice after it has been posted?
From Catalyst
Summary
This article explains how to edit an invoice in the Sales Ledger or Purchase Ledger after it has been posted.
More Information
There may be instances where you may need to change some details of an invoice after it has been posted. Though the invoices are locked after posting there are certain fields that can be changed if required. We would not advise you to change the date on printed invoices, since the actual printed document date will not be changed.
The ability to adjust transactions is limited to users with the "Adjust transactions" user permission set to 'Yes'. You can find out how to set user permissions here.
The editable fields are as follows:
- "Date:"
- "Payment Due:"
- "Comment:"
- "Centre:"
- "Cleardown hold:"
- "Site:"
- "Analysis Code:"
 | Note: Under certain circumstances, you may be able to edit other fields in the Purchase Ledger. |
 | If any part of the month end procedure has been run for the period into which the Invoices fall, or you have done a VAT return, you will not be able to edit even these fields (with the exception of Payment Due. |
Editing the Postings
Once you know the document number you need to edit:
- Go to " System\Accounts Sales Ledger\Purchase Ledger Customer/Supplier History".
- At "Account:", enter the code for the customer or supplier account.
- Press [Search] to list all transactions.
- Highlight the transaction you want to correct on the list.
- Press <Ctrl+F2> or [Edit] to make the adjustment.
- Make the required changes and click [Done] and [Accept].
See also
- How do I Find a Customer or Supplier?
- How do I adjust an account opening balance?
- How do I adjust a transaction?
- How do I edit a Credit after it has been posted?
- How do I edit a Payment after it has been posted?
- Recommended accounting routines
