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Home > Job Centre & Invoicing > How to edit a processed invoice using the copy button
How to edit a processed invoice using the copy button
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There are two methods for editing a processed invoice, either using the edit button or copy button.


The below items cannot be edited once an invoice has been processed:

  • Cash/Account Invoice Toggle
  • Invoice Type
  • Post Date
  • Product Changes
  • Price Changes
  • Customer Changes
  • Vehicle Changes


HOWEVER, you can copy the processed invoice to make the changes you need.


Please note: this will create a new invoice with a different invoice number, and you will then need to void the original invoice.


Here are the steps to copy a processed invoice:


1. Open the processed invoice you want to edit.


2. Click on the 'Star' button on the right hand side of the invoice, then click 'Copy Invoice'.


3. A pop-up box will appear that says 'Do you want to copy this invoice?'. Press 'Yes'.



4. Your invoice will now appear with Green Borders as it is now open. Press 'Save' on the bottom right of the invoice.


5. Edit your desired field. Press 'Save'


6. Make sure to go back to your original invoice and press 'VOID'. Here is a step-by-step guide on how to void a processed invoice.




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