How do I edit an invoice?
Make changes to the saved invoice entry.
You can make changes to the invoice as long as it has not been updated to the General Ledger.
Has the transaction been updated to the General Ledger?
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Yes, the transaction has been updated to the General Ledger. You cannot make changes to transactions that have been updated to the General Ledger. You can enter a new transaction, or you can edit the transaction in General Ledger.
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No, the transaction has not been updated to the General Ledger. Use Enter Invoices in Edit mode (CTRL+E). You'll need an input date and invoice number to look up the transaction.
Editing an invoice
1. Open Connect Accounts Receivable > Customers > Enter Invoices.
The saved invoices are listed in the transaction grid.
2. To edit a saved invoice, select the invoice from the transaction grid and then click the Edit button at the beginning of the row.
Enter Invoices, Transaction grid
202205, 2022Mar22
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