Editing an Open Invoice

Note: Open invoices have already impacted the accounting system — you must track changes and adjustments carefully.

You can void an invoice entirely or make minor adjustments (e.g. include a discount or change a quantity):

1. Navigate to Accts Receivable > Invoices.
2. Use the Quick Search bar to locate the invoice record you wish to adjust.
3. In the menu bar, click Actions > Credit/Adjust Invoice.
   
4. At the new Credit/Adjust Invoice record, eliminate the line items you do not want to include in the adjustment by clicking the X at the end of the record rows.
   
5. Enter other needed adjustments
6. Click Save. 
7. At the confirmation dialog box, click Open.