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.

Keywords for inquiry:

• How do I edit a purchase invoice I recorded without input tax?

• I recorded a purchase invoice incorrectly without tax, how do I edit it?

• If a purchase invoice is in ‘Approved’ status and I need to add tax, what should I do?

• Can I edit a purchase invoice and add tax after saving it?

• How do I reverse a purchase invoice and re-enter it with the correct tax?

• What is the correct way to edit a purchase invoice recorded without tax?

• If a purchase invoice is in ‘Draft’ status, how do I edit the tax field?

• Can I edit a purchase invoice after approving it?

• How do I create a debit note to reverse a purchase invoice?

• The invoice is approved and I can’t edit it, what’s the solution?

• What are the steps to delete a purchase invoice?

• If the original invoice is deleted, what happens to the accounting entry?

• If I delete a purchase invoice, is the accounting entry deleted with it?

• How do I edit the invoice after approving it?

• How do I edit the invoice after approving it?