Question

Itemize the steps required to make a change to an existing sales invoice. HTML Editor

Answer 1

ANSWER You can edit an existing sales invoice, for example to change the amounts purchased or the customer you've allocated it to. How you edit the invoice depends on whether it's been paid and also on your VAT scheme. If you use the invoice basis VAT scheme and you've included the invoice on a VAT Return, you can't edit it. Instead, you need to reverse the invoice using a credit note. 1) To Edit an Unpaid Invoice a) Sales > Sales Invoices > click the invoice you want to edit. b) Manage Invoice > Edit > amend the information as required. c) Click Save. 2) To Edit Paid or Part Paid Invoice If you've recorded a payment against an invoice, you need to delete the payment before you edit the invoice. When you delete a payment, if it's been bank reconciled, the next time you reconcile your bank account, this is no longer included in the Previous Balance value. If you need to amend the invoice to increase the value, you might want to consider recording a separate invoice for the difference. If you use the cash basis VAT scheme and the payment has been included in a VAT Return, you can't delete it. a) Sales > Sales Invoices > click the invoice you want to edit. The payment appears above the invoice details. b) Make a note of the payment details > click the delete button, > Yes > repeat this for any additional payments. If the invoice was paid by a batch payment then you must click the payment value box then, from the Edit Batch Payment window, click the delete button. c) Manage Invoice > Edit > amend the information as required. d) Save > click the invoice > Record Payment > enter the payment details again > Save. e) Enter any additional payments > click back on your browser menu bar. 3) To Edit a VAT Reconciled Invoice. You can't edit an invoice if it's been included in a VAT Return. Instead, you need to reverse it using a credit note then enter a new invoice with the correct details. a) Sales > Sales Invoices > click the invoice you want to edit b) Manage Invoice > Create Credit Note > check the details are the same as the original invoice. If the invoice has been paid, if you use the invoice basis VAT scheme, to create a credit note you must first delete the payment. If you use the cash basis VAT scheme and the payment has been included in a VAT Return, you can't delete it. c) Notes > enter a reason for the credit note, for example, Amending VAT reconciled invoice > Save. d) Enter the invoice again with the correct details. If you needed to delete a payment allocated to the invoice then you should re-enter that payment now.