Editing or Retrieving Purchase Invoices Based on Invoice Status

Editing Purchase Invoices by Status

• Draft Status:

  • You can edit a purchase invoice directly by clicking the edit icon from the options displayed next to the invoice after entering the purchase invoices list.

  • You can add or edit the tax or any other data before approval.

• Approval Status:

  • You cannot edit a purchase invoice directly after approval.

  • You can use one of the following solutions:

    1. Create a debit note: to reverse the invoice and re-register it with the correct values.

    2. Delete the original invoice and re-enter it: after confirming the data is correct.

    3. Use the ‘Copy Invoice’ feature:

       • Navigate to the invoice you want to edit.

       • Click the ‘Copy Invoice’ icon displayed in the options next to the invoice in the invoices list.

       • Edit the required data on the new copy.

       • Save the new invoice and approve it.

       • Delete the old invoice after confirming the new invoice is correct.

Important Notes

• When you delete the original invoice, the associated accounting entry is automatically deleted by the reference number.

• You cannot edit old invoices after approval without using the alternative solutions.

• It is recommended to verify all data before approval to avoid the need to recopy or cancel.

• If your subscription ends, the (+) icon to add a new invoice will not appear, and the ‘Copy’ option next to invoices will also not appear.