How To Edit An Invoice
You have created an invoice and you want to edit it
This document assumes the following:
You know how to create invoices manually
You know how Enrolmy creates Invoices automatically
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
For (Bill payer)
Bill Payer Address
Will be automatically updated with the change in bill payer if necessary
Invoice Period From/To
Add an Item
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.