Edit a sales invoice

To edit a paid invoice, remove the link between the payment and the invoice. The invoice is Unpaid, and you can make the required changes.

1. From Banking, select the bank account your customer paid into.
2. From the Activity tab, open the payment used to pay the invoice.
3. Clear the check box next to the relevant invoice and Save.
4. Choose Yes to save the payment as a payment on account.

The invoice status now shows as Unpaid. You can now edit the invoice.

When you create a credit note and allocate it to an invoice, the invoice becomes Paid. You must unallocate the credit note from the invoice before you can edit it.

1. From Contacts, select the required customer.
2. Open the relevant customer allocation transaction from the Activity tab.
3. Clear the check boxes for both the invoice and the credit note and adjust amounts if needed.
4. Select Save.

The invoice status now shows as Unpaid. You can now edit the invoice.

If you've only created the VAT Return and not yet submitted to HMRC, delete the draft VAT Return first.

1. From Reports, choose VAT Returns.
2. Select the Delete icon next to the draft VAT Return.

You can now edit the invoice.

Once you've included an invoice on a VAT Return you can't edit or delete it. Reverse the invoice by creating a credit note.

1. Create a credit note from the invoice. From Sales, select Sales invoices.
2. Open the relevant invoice, then select Add credit note.
3. If required, enter a reference. For example, Invoice reversal.
4. Enter any notes and Save.
5. You can now create a new invoice with the correct details if required.

The next time you run a VAT Return, the credit note is included, and your VAT liability adjusted.

 NOTE: On the cash accounting scheme, it's the payment, not the invoice, which is included on the VAT Return. Remove the payment from the invoice and edit, as necessary.