| | Description | The ability to edit an invoice depends on your VAT Scheme and whether the invoice has been included on a VAT Return. Standard VAT or Invoice Basis VAT Scheme? - The invoice may have been included on a VAT Return. Cash Accounting or Cash Basis VAT Scheme? - The invoice won't be included on a VAT Return, only the payment would be. |
| Resolution | Edit a purchase invoice - Go to Purchases, then Purchase Invoices.
- Find and select the invoice you wish to edit.
- Select Edit.
If a message appears saying "You can't edit this invoice....." follow the corresponding steps below. - Edit the information needed and select Save.
Un-match the payment from the invoice - From the invoice, select 1 payment located under the Amount Paid.
 - Select the Amount next to the Supplier Payment.
- From the bottom of the Supplier Payment window, clear the checkbox for the relevant invoice and Save.
- Choose Yes to save the payment as a payment on account.
- Edit the invoice as needed and select Save.
Match a payment to the invoice - Go to Purchases, then Purchase Invoices.
- Find the invoice and select the checkbox on the left.
- Above the list of invoices, select More, then Pay or Allocate.
- The invoice will already be selected. Select the payment you want to match.
- Make sure that Left to allocate is 0.
- Select Save.
You need to reverse the invoice and then create a new invoice with the correct details on. Check for Draft VAT Returns If the invoice is included in a draft VAT Return, delete it. - Go to Reporting, then VAT Returns.
- Look for any VAT Returns marked as Draft.
If there are no drafts, go to the next section. - Select delete (dustbin icon).
- Go back to the invoice and select Edit.
- If it still shows as being included on a VAT Return, follow the steps below.
Reverse an invoice included on a VAT Return - Go into the invoice you want to edit.
- Select Add credit note.
- The date should be the same date as the invoice.
- The system will automatically match the credit note to the invoice.
- Select Save.
Creating the credit note reverses the invoice, and it will appear on the next VAT Return.
You need to reverse the invoice and then create a new invoice with the correct details on. Check for Draft VAT Returns If the invoice is included in a draft VAT Return, you can delete the draft to allow you to edit the invoice. - Go to Reporting, then VAT Returns.
- Look for any VAT Returns marked as Draft.
- If there are no drafts, go to the next section.
- Select Delete
 . - Go back to the invoice and select Edit.
- If it still shows as being included on a VAT Return, follow the steps below.
If it doesn't, follow the steps above for Edit a paid invoice. Un-match the payment from the invoice - From the invoice, select 1 payment located under the Amount Paid.
- Select the Amount next to the Supplier Payment.
- From the bottom of the Supplier Payment window, clear the checkbox for the relevant invoice and Save.
- Choose Yes to save the payment as a payment on account.
- Edit the invoice as needed and select Save.
Reverse an invoice included on a VAT Return - Go into the invoice you want to edit.
- Select Add credit note.
- The date should be the same date as the invoice.
- The rest of the credit note will automatically match the invoice.
- Select Save.
Creating the credit note reverses the invoice, and will appear on the next VAT Return. [BCB:299:UKI - Personal content block - Dane:ECB] [BCB:276:UKI - hide back button:ECB] [BCB:302:UKI - Search override - Accounting UK:ECB] |
|