You can edit customer and supplier vouchers by clicking the edit icon for the voucher from the options displayed next to it in the vouchers list, but based on its status:
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If the voucher is not assigned to a commercial document (invoice, credit note, or debit note):
You can edit all data, such as:-
Reference number
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Party
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Account
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Type
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Description
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Date
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Amount
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Voucher allocation
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Add to project/task
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Add attachments
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If the voucher is assigned to a commercial document:
Allowed edits include:-
Reference number (if editable)
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Account
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Description
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Date
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Amount
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Allocate or unlink vouchers from the commercial document
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Add to project/task
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Add attachments
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How do you know if a voucher is linked to an invoice?
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If the voucher status is “used” or “partially used,” it means it is linked to an invoice.
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When you click “view” next to the voucher, you will see the invoice numbers linked to it.
Unlinking (deallocating) from within the voucher:
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Sales ← Customer vouchers (or Purchases ← Supplier vouchers)
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Click “view” on the voucher
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The linked invoice(s) will appear ← Click the delete icon next to the invoice to unlink
Unlinking from within the invoice:
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Sales ← Sales invoices ← View invoice ← Click the voucher number below “Total” ← The voucher page will open ← Click the delete icon next to the invoice
Additional notes:
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When you unlink a voucher from a commercial document, you can restore the ability to edit it fully.
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After unlinking, the voucher returns to “unused” status.
