Drake Accounting®: How do I edit or delete a saved receivables invoice?
To edit a saved invoice, complete the following steps:
- Select the Receivables menu, then select Invoices.
- Select the customer for the invoice you wish to edit.
- Select the applicable invoice.
- Edit the information as needed.
- To edit a line item, on the Invoice Line Items tab, select the field to edit in the grid at the bottom of the window and make changes as needed.
- All field values except the Extended Price (product invoice) and Tax (product invoice) are editable.
- Invoice line items can be added and deleted as well.
- To add a line item, select the New icon (
) and enter the item information.
- To delete a line item, select the item to remove and then select the delete icon (
).
- Select Save when edits are complete.
NOTE: Once a payment has been made, an invoice cannot be edited.
To delete a saved invoice, complete the following steps:
- Select the Receivables menu, then select Invoices.
- Select the customer for the invoice you wish to delete.
- Select the applicable invoice.
- Select Delete.
If using the bookkeeping feature, Drake Accounting® makes a reversing entry for the entire invoice in the journal.
Once a payment has been made, an invoice cannot be deleted. See Related Links below.