Edit opening debtor invoices/opening creditor bills

Hi,

Once opening debtor invoices (or opening creditor bills) are added to the system, they are locked outside a financial reporting period. You can edit these invoices/bills by creating a temporary reporting period to cover the dates of these invoices. Once you have edited the invoices you will need to delete the temporary reporting period.

To do this first head to Settings>Periods. Add a new period that starts on a date that precedes the first reporting period and ends on the day before the first reporting period begins. Make sure this date range covers all opening debtor invoices/opening creditor bills that you need to edit.

Now head to Sales>Invoices>Unpaid (or Purchases>Bills>Unpaid) and click on the appropriate invoice number. Hit the 'Edit' button and make the changes as necessary.

Once complete make sure to head back to Settings>Periods and delete the temporary reporting period by clicking on the red cross icon under the 'options' column.

All the best,

I've just tried to do this and could only edit certain fields (account code, description, summary) but not, crucially, quantity or unit price. Is there something else I need to do please?

I realised that I had allocated payments to this balance - now that I have removed them I can now edit. Thanks.