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Edit a paid or part-paid invoice

Created on  | Last modified on 

Summary

How to edit a paid or part-paid invoice in Sage Sole Trader.

Description

Remove the associated payment to edit an invoice that's paid or part-paid.

NOTE:

These steps don't work for a CIS invoice. Sage Sole Trader doesn't currently let you remove a payment from a CIS invoice. To correct a CIS payment, follow Reverse a payment on a CIS invoice instead. An option to remove the payment from a CIS invoice is coming soon.

Resolution

▼ Remove the payment from the invoice
  1. From the Invoices tab, use the filters to locate the invoice you want to edit.
  2. Select Actions on the invoice.
  3. Select Remove payment then, Yes, remove payments.

    TIP:

    The associated money-in transaction stays in either Draft or Completed.

▼ Edit the invoice
  1. Select Actions on the invoice.
  2. Then select Edit.
  3. Make the relevant changes and select Save.
▼ Mark the invoice as paid again
  1. Select Actions on the invoice.
  2. Then select Add a payment.
  3. Don't select Create money-in transaction.

     

    NOTE:

    Don't create a money-in transaction because the original is already in Draft or Completed. These steps only mark the invoice as paid.

  4. Select Save.