How To Edit An Invoice

Scenarios:

You have created an invoice and you want to edit it

This document assumes the following:

You know how to create invoices manually
You understand that Enrolmy creates invoices automatically at times
You understand what restrictions you may encounter while editing an invoice
You understand the implication if connected to Xero

How To Edit A Draft/Approved Invoice

Navigate to the Money tab, and click Draft or Awaiting Payment.
Open the invoice and select Edit Invoice.

An approved invoice that has a payment or a credit note applied, cannot be altered at any stage.

Editing Restrictions Of A Draft Invoice Versus An Approved Invoice

Area	Information	Draft Invoice
General	For (Student)
	For (Bill payer)
	Activity Name
	Invoice Term
	Bill Payer Address	Will be automatically updated with the change in bill payer if necessary
	Reference
	Invoice Period From/To
	Invoice Date
	Payment Terms
	Due Date
	Tax Rate
Invoice Items	Category/Item/Description	*
	Price
	Qty
	Account
	Tax Rate
	Amount
	Actions
	Add an Item
	Notes

*Invoice line items that were manually created can be edited and deleted regularly in draft status with no restrictions. However, invoice line items that were automatically generated through activity bookings or adjustment items have some editing restrictions.

The Category and Item cannot be edited.

*If by any chance, you are wanting to edit a line item that you cannot, then best practice is to delete the line item.

Awesome! You now know how to edit invoices in Enrolmy.

Last Updated: 25 May 2023