Solution Properties
Solution ID:
260722091242520
Last Modified Date:
Wed Aug 05 08:43:28 UTC 2026
Taxonomy Path:
Category//Transactions
Author:
[email protected]
Edit a supplier invoice (PI) transaction
Description

The VAT scheme you use determines the steps to edit a supplier invoice. Answer the questions below for the correct steps based on what VAT scheme you use.

NOTE:

If you don't pay VAT, follow the same steps as for Standard VAT.

 

Cause
Resolution

Which VAT scheme are you using?

  1. Select Settings then select Company Preferences and press the VAT tab.
  2. Check which VAT scheme appears under VAT Scheme box, then press OK.

Select what you're using below.

Standard VATVAT Cash AccountingFlat Rate - Invoice basedFlat Rate - Cash based

Standard VAT

Edit the invoice

NOTE:

You can only edit non-critical fields and the exchange rate on foreign transactions. To amend other critical fields, delete then re-enter the transaction.

 

  1. Select Suppliers, select the required supplier then press Activity.
  2. Select the required transaction, then click Edit transaction.

To amend some fields, in Item Line Details you must select Edit, make the changes, then select Close.

  1. Make the required changes, select Save then press Yes.
Back

VAT Cash Accounting

What do you want to edit?

Is the field you want to edit a critical or non-critical field?

Critical fields Non-critical fields
Account Details
Bank Department
Date Reference
Nominal code Ex. Ref.
Net amount Bank Reconciled flag
Tax code Bank Rec. Date.
Tax amount  
Exchange rate  

NOTE:

The only critical field you can edit is the exchange rate. To amend any other critical field, delete then re-enter the transaction.

 

Critical fieldNon-critical fieldRestart

Is the invoice outstanding or has it been paid?

To check, select Transactions then identify the required transaction and check the Paid column.

  • If the Paid column shows as Y select Paid.
  • If the Paid column shows as N select Outstanding.
PaidOutstandingBackRestart
Unallocate and edit the invoice

Unallocate the invoice, then amend the transaction as required:

  1. Select Customers and select the required customer then press Activity.
  2. Select the customer invoice, SI, you want to amend then press Unallocate transaction.
  3. Select Yes then press Edit transaction.
  4. Amend the transaction details as required.

To edit certain fields, you may have to press Edit.

  1. Once complete, select Save then Yes and then Close.

If required, you can now allocate the transactions again.

BackRestart
Edit an outstanding invoice
  1. Select Customers and select the required customer then press Activity.
  2. Select the customer invoice, SI, you want to amend then select Edit transaction.
  3. Amend the transaction details as required.

To edit certain fields, you may have to select Edit.

  1. Once complete, select Save then Yes and then Close.
BackRestart
Unallocate and edit the invoice

Unallocate the invoice, then amend the transaction as required:

  1. Select Customers and select the required customer then select Activity.
  2. Select the customer invoice, SI, you want to amend then press Unallocate transaction.
  3. Select Yes then click Edit transaction.
  4. Amend the transaction details as required.

To edit certain fields, you may have to select Edit.

  1. Once complete, press Save then Yes and then Close..

If required, you can now allocate the transactions again.

BackRestart

Is the outstanding invoice part-paid?

To check, select Transactions then identify the required transaction and check the Amount Paid column.

  • If the Amount Paid column is equal to 0.00, select Outstanding.
  • If the Amount Paid column is not equal to 0.00, select Part-paid.
OutstandingPart-paidBackRestart
Edit a non-critical field
  1. Select Customers and select the required customer then press Activity.
  2. Highlight the customer invoice, SI, you want to amend then press Edit transaction.
  3. Amend the transaction details as required.

To edit certain fields, you may have to select Edit.

  1. Once complete, press Save then Yes and then Close.
BackRestart
Edit the invoice

NOTE:

You can only edit non-critical fields and the exchange rate on foreign transactions. To amend other critical fields, delete then re-enter the transaction.

 

  1.  Select Suppliers, select the required supplier then press Activity.
  2. Select the required transaction, then press Edit transaction.

To amend some fields, in Item Line Details you must select Edit, make the changes, then select Close.

  1. Make the required changes, press Save then press Yes.
Back

Is the field you want to edit a critical or non-critical field?

Critical fields Non-critical fields
Account Details
Bank Department
Date Reference
Nominal code Ex. Ref.
Net amount Bank Reconciled flag
Tax code Bank Rec. Date.
Exchange rate  

 

Critical fieldNon-critical fieldBack
Is the invoice outstanding or has it been paid?

To check, select Transactions then identify the required transaction and check the Paid column.

  • If the Paid column shows as Y click Paid.
  • If the Paid column shows as N click Outstanding.
PaidOutstandingBackRestart
Edit a non-critical field
  1. Select Customers and select the required customer then press Activity.
  2. Select the customer invoice, SI, you want to amend then press Edit transaction.
  3. Amend the transaction details as required.
  4. To edit certain fields, you may have to select Edit.

  1. Once complete, select Save then Yes and then Close.
BackRestart
Unallocate and edit the invoice

Unallocate the invoice, then amend the transaction as required:

  1. Select Customers and select the required customer then press Activity.
  2. Select the customer invoice, SI, you want to amend then press Unallocate transaction.
  3. Select Yes then press Edit transaction.
  4. Amend the transaction details as required.

To edit certain fields, you may have to select Edit.

  1. Once complete, press Save then Yes and then Close..

If required, you can now allocate the transactions again.

BackRestart
Is the outstanding invoice part-paid?

To check, select Transactions then identify the required transaction and check the Amount Paid column.

  • If the Amount Paid column is equal to 0.00, click Outstanding.
  • If the Amount Paid column is not equal to 0.00, click Part-paid.
OutstandingPart-paidBackRestart
Edit an outstanding invoice
  1. Select Customers and select the required customer then press Activity.
  2. Select the customer invoice, SI, you want to amend then press Edit transaction.
  3. Amend the transaction details as required.

To edit certain fields, you may have to select Edit.

  1. Once complete, select Save then Yes and then Close.
BackRestart
Unallocate and edit the invoice

Unallocate the invoice, then amend the transaction as required:

  1. Select Customers and select the required customer then press Activity.
  2. Highlight the customer invoice, SI, you want to amend then press Unallocate transaction.
  3. Select Yes then press Edit transaction.
  4. Amend the transaction details as required.

To edit certain fields, you may have to select Edit.

  1. Once complete, select Save then Yes and then Close..

If required, you can now allocate the transactions again.

BackRestart
[BCB:281:UKI Wizard:ECB]
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