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.