Editing customer invoice information


A customer invoice can be edited the moment after it has been created and the following can be edited:

  • Customer reference
  • Name of the customer
  • Address
  • Tax number
  • Registration number
  • Registration name
  • Your message on the invoice
  • Delivery address name
  • Delivery address
  • Delivery instructions

As you can see that you will not be able to edit the line items on the invoice, the sales rep the invoice has been assigned to or the customer's account number and so on. These measures are put in place to protect business processes. If you have made a mistake on the invoice regarding these aspects you will need to either go through the process of creating a credit note, or even easier would be to cancel the invoice and start again.

Step-by-step Guide

Watch this video to see how to edit a customer invoice or follow the steps below it.

Navigate to the correct window

  1. Navigate to System / System Maintenance / Edit document.

Call up the appropriate invoice

  1. Make sure Invoice is selected from the Document Type group.
  2. Select the financial year from the Year dropdown list.
  3. Enter (or select) the appropriate invoice number in the Document Number text box.
  4. Press Enter on your keyboard.

Make the required changes

  1. Make any required changes. (Refer to what can be edited as mentioned above).

Save the changes

  1. Click the Accept button.
If you would like to reprint or resend the edited invoice you can do the following:

  1. Navigate to Debtors / Account Enquiry.
  2. Select the financial year from the Year dropdown list.
  3. Enter (or select) the appropriate customer account in the Account text box.
  4. Select the appropriate period range from the From Period and To Period dropdown lists.
  5. Select the appropriate options in the relevant tick boxes.
  6. Click the Accept button.
  7. Search for the appropriate invoice.
  8. Double-click on the appropriate invoice.
  9. Click the Print button.
  10. Specify the print options.
  11. Click the OK button.
Was this article helpful?
0 out of 0 found this helpful