An Invoice may be edited if the following conditions are true:
- No payments have been applied to the invoice.
- The invoice has not been mailed or emailed to the customer.
- The user has permissions for editing invoices.
To edit an Invoice, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record will be displayed. Click on the Invoices tab. A list of all invoices for the customer will be shown in the grid area. In the Invoice # column, click on the hyperlink of the invoice you want to edit.
The Invoice will be displayed. At the upper right of the page, click on the Edit button.
The Invoice will be displayed in edit mode. Make the necessary changes, and when finished, click on the Save button at the upper right of the page.
