Mistakes can occur, like entering incorrect amounts or misclassifying accounts, and updates may be needed as more details emerge. For instructions on editing Sales & Billing invoices, Expenses, and Purchases, see the guide below.
Editing Unpaid Transaction
- Go to the Unpaid tab then click on the drop-down button beside the transaction you want to edit and click edit.
- Edit the information.
- Click the “Save” Button to save the updated information/s
Editing Transaction with Payments
- Go to payment history.
- Search for the transaction number using the search bar at the top of the page.
- Click the “Receipt Voucher” (RV) if this is a Sales and Billing Invoice or Payment Voucher if this is a purchase or an expense transaction.
- In Receipt Voucher or Payment Voucher, you cancel the payment. Provide the cancellation notes then click the “Confirm” button to proceed.
- Go back to the Payment History. Go to “Cancelled” Tab then click the Invoice Number.
- In View Sales Invoice. Click the “Edit” button to update the invoice details.
- Edit the invoice details then click “save” to update the transaction.
