How to change invoice amount

Support
1

Hi

I entered an incorrect amount on an invoice, and also logged a payment for it.
Is there a way to correct the invoice amount, and subsequent logged payment against it? This would be ideal as I can keep the same invoice number.

I do not see an option to modify an invoice.
Alternatively, I tried to delete the invoice but the system says it is now locked. Is there a way to unlock it?
Does this mean I need to raise a credit note for the difference?

Thanks
Roger

2

Hi @RogerFleming

If the invoice is showing up as locked it’s likely to be due to a VAT return or an end of year journal - it would usually say this at the top of the invoice itself.

In the case of the invoice being locked, raising a credit note is likely to be the simplest way to correct it.

3

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