Invoice > Edit Invoice after Finalisation
- Kye Hush
- Chris Vo
- Nicky Harvey
Once an invoice has been finalised, ideally it should not be altered. However, there may be exceptions to this, and while the detail and value of the invoice are locked, other fields that do not impact financial data can be edited depending on your system settings.
There are two system variables that control the fields that can be edited.
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SYSTEM VARIABLE 918
Allows editing of specific fields on finalised invoices
Once system variable 918 has been set to allow editing on finalised invoices, go to invoice options menu (the burger or 3-line menu) within the invoice you wish to edit
Select edit data on finalised invoice
And you will be able to edit any fields highlighted in yellow
The fields available for editing will depend on the setting in system variable 918. In this example, option 3 is selected.
SYSTEM VARIABLE 988
System variable 988 allows editing of the address label and contact details on the invoice
Once it has been set to allow editing on finalised invoices, go to invoice options menu (the burger or 3-line menu) within the invoice you wish to edit
Select edit data on finalised invoice
And you will be able to edit any fields highlighted in yellow
In this example, option 1 is selected.
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