To edit a posted invoice, select Invoices from within the Customers module.
Open the Invoice and click Edit to edit a posted Invoice
The Invoice will now be available for edit
Only the below fields can be edited on a posted invoice
- Delivery Address
- Sold by
- Order Number (when not locked down to edit)
- Reference
- Invoice Title
- Contact details
- Delivery Date
- Delivery Status
- Deliver Via
- Courier Reference (if there is an existing integration with GoSweetSpot on saving the changes the GoSweetSpot integration will also be initiated)
- Due Date (Due date cannot be before the Invoice date)
- Cost (only if the user has the permission to edit cost)
- Custom Fields (new custom fields cannot be added to a posted Invoice but Header and Line can be edited)
Changes to the invoice can be viewed on the Audit Enquiry
The enquiry is separated into changes on the header and lines of the invoice and will indicate if no changes have been made in either section. The changes are shown as the most recent change first and the prior change under it.
