Cannot edit invoice

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  • Question
  • Updated 12 months ago
  • Answered
There is an issue once you have applied a credit or received a partial payment in respect of an invoice, the invoice cannot then be edited. I need to make changes in respect of a partially paid invoice but the system does not allow this.
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Kylie

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Posted 12 months ago

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Rav, Community Manager

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Hi Kylie,

In order to make any changes or edits to the invoice, you will need to unlink the payment first.


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Kylie

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Hi Rav
What if I want to keep the partial payments but edit the item details? It seems like I should be able to do this without unlinking the payments as i still want those payments to apply, I just want to be able to edit the text to reflect something else in the description. This doesn't impact on the amounts in the invoice so I should be able to edit these without undoing the partial payments????
Kylie
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Kylie

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I also cant edit the Notes field, which I might want to add Notes to, even though a partial payment has been issued to indicate when next payment is scheduled to be made, etc.
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Michael Corrigan

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You can add the partial payments again after you have edited the invoice