I incorrectly entered a purchase price and saved it. How can I change it without it offering me a credit note

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1

I incorrectly entered a purchase price and saved it. How can I change it without it offering me a credit note? Thanks

2

It’s probably offering you a credit note as it’s linked to a bank transaction? Was this purchase created via tagging or did you log a payment when you created the purchase? Either way, you need to untag the transaction before modifying the purchase.

3

Hi, just logged a payment. I don’t tag purchases or invoices.
Thanks

4

Hi @Rich1,

Logging a payment against an invoice is creating a tagged bank transaction, so you would need to untag this payment before you can edit the invoice.

hope this helps

5

At the top of the purchase preview screen you should see a link to “a payment [reference number] has been allocated to this purchase” - follow that link and you should then be able to delete the payment, which will revert the purchase to unpaid. Then you can modify the purchase and log a fresh payment for the correct amount.

6

Thank you

Regards,

Rich.

7

Thank you.

Regards,

Rich.

8

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