Amending invoices

Feature Request
1

Ability to amend invoice text
I would like to be able to amend invoice text/notes even when not in the current period and / or on outstanding invoices

Typical use case
I have an invoice, which the customer still hasn’t paid, but anyway they wanted me to put a PO Number in the notes on the invoice. I had to do this manually because Quickfile wouldn’t let me amend it as it wasn’t in the current period.

How I would expect it to work
If outstanding, why not allow all the fields to be amended?.
Alternatively, just allow text fields to be amended/notes etc. if not in current period

The problem I have is that reminders have a copy of the invoice without the PO so this might be confusing things at their end. I’ve emailed them to explain so hopefully this invoice will be paid soon, thought it would be good to make a feature suggestion though.

2

Hi @philipcj

Can I just check - is the invoice locked because of a VAT period, or year end process?

3

Hi

Thanks for the mail.

I think its the VAT period, but as related all I want to do is put the PO number on it.

I use cash accounting for VAT in any case (not invoices) so not sure if there is a setting I can alter.

Regards

Phil

4

Hello EMMA

Any invoices are locked when the return is submitted

You would have to rollback the vat return.

The returns up to 31/07/2025 are showing as “Filed” in your Reports > Vat Returns > Create screen

You can not re submit a filed return but you have to save a copy as to not impact the next return.

To do this

  • Go into Report > Vat Returns > Settings
  • Set the HMRC account to “No electronic filing” > Save
  • Go into Report > Vat Returns > Create >
  • Enter the period > If the figures are correct > Submit (this will save a copy of the return as a placeholder)
  • Go back into Report > Vat Returns > Settings
  • Set the HMRC account back to your company > Save

It may be easier to contact the client with the PO number