I have entered the wrong payment date on an old sales invoice. The date it was actually paid is in this finical year but I have marked them as paid in the last financial year by mistake. I want to add in the correct payment date so my accountant can run end of year. It appears to be locked though. Is there any way I can unlock it to amend to the true payment date? Thanks
This transaction has been locked as it relates to a previously submitted VAT return
You would need to reverse and re enter the transactions correctly.
- Post a money out transaction and tag as refund (with original dates)
- Make a copy of invoice and pay with correct dates
Thanks Steve, How do I post money out transaction?
View you bank and select New Transaction, enter date ref and amount, and select money out as type
I don’t have bank feeds at present
You do not need bank feeds to do this (example below)
Ok - How do I tag as refund and how do I copy invoice? Do you mean raise a new invoice?
To Tag a Money In transaction as a refund please do the following
- Click Tag Me
- Click Refund to a customer
- Select the Original Invoice
You can Make a Copy of an invoice by
- Opening the invoice you wish to copy
- Select More Options
- Make a Copy
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