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How can I edit an invoice again?

Requirements

In order that an invoice can be processed anew, it has to be in "Draft" status.

In "Open" or "Overdue" status

If an invoice has a status of "Open" or "Overdue", click on the action button, "edit invoice again" whereupon you can process the invoice anew. For example:

  • Positions to be reprocessed
  • Append positions
  • Process header and footer
  • Modify contact data

 

In "Partial" or "Paid" status

If the invoice has a status of "Partial" or "Paid", you must first delete the payment entry.

After that, the invoice will have a status of "Open" or "Overdue" and can be processed as described above.

Please note especially that date, the accounting as well as the amount. After processing, you will want to restore the invoice to its original status. To do that, you will have to recognize these data, so that the accounting system will, in the end, be complete and correct.

In "canceled" status

If the invoice has been saved, you first have to click the action button, "undo cancellation" whereupon the invoice will be in the "Open" or "Overdue".

In "unpaid" status

If the invoice has been set to "unpaid", you must first click the action button, "reset not paid" whereupon the invoice will be in "Open" or "Overdue" status. At this point, you can process the invoice anew as described above.

Important

After you have made the necessary changes, do not forget to return the invoice back to its original status.

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