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Editing invoices

You can make changes to most sales (invoices, quotes and orders) in a few quick steps...except for these:

  • sales recorded in a closed financial year. There might be times when you need to enter adjustments for the last financial year. If you've already closed that year, you can still make changes by rolling back the financial year.

  • sales recorded in a locked period. To change a sale in a locked period, you first need to unlock the period. However, before making a change, consider how it will affect your accounts and tax reports (such as the GST you have reported).

If you need to change how a sale looks when printed or emailed, see Personalising invoices.

Before you can change a sale, set the AccountRight security preference which controls if transactions can be changed.

Need to convert a quote to an order or invoice?

See Changing a sale's type.