Why can't I edit an invoice?

This article explains why some invoices can't be edited, and what you need to do before you can edit them.

Invoices that can't be edited

You can edit an invoice up until it has had a payment or a part payment allocated against it. Once an invoice has been marked as paid or part-paid, it becomes locked and you won't be able to edit it.

In the screenshot below, the highlighted invoice has received a part payment (i.e. its outstanding balance is smaller than its total balance), which means it can't be edited at present.

As a result, when you open the invoice some fields are 'greyed-out', meaning you can't edit them.

'Unmatch' to edit

If you want to edit an invoice that has reached this stage, you will need to 'unmatch' it. To unmatch and edit the invoice:

• Go to the bank statement screen in 'Bank Reconciliation'.
• Find the transaction that has been matched to the invoice, and click the 'unmatch' button to the right of the transaction.

• Edit the unmatched invoice.
• When you've finished editing it, go to the 'Match transactions' screen and re-match the payment against the edited invoice.

To help you better understand the invoicing module as a whole, please visit the module overview page here.