View/Edit Invoice

Navigate to the Sales tab.

Invoices and credit notes are displayed in list format with the following statuses:

  • All - all invoices and credit notes
  • Draft - invoices saved as Draft
  • Outstanding - the invoice or credit note has not been fully paid, allocated, refunded or voided
  • Paid - the invoice or credit note has been fully paid, allocated, refunded or voided
  • Recurring - recurring invoices set up to automatically create invoices on specified dates and frequencies

 

Sales tab

 

Click on a transaction in the All, Draft, Outstanding and Paid tabs to view or edit the entry. See Create Sales Invoice for a detailed explanation of each field.

All fields will be available for editing unless the transaction (or line item) has been paid/credit noted or is already included in a Bank Reconciliation or VAT Report. Although inadvisable, it is possible to unreconcile bank items and delete VAT Reports in order to edit transactions. Careful consideration should be given to any representations already made to external parties such as the HMRC.

Items displayed in the Recurring tab can also be viewed or edited. See Recurring Sales Invoice for more information.