An invoice can be edited ONLY if its status is pending. If the invoice status is void or paid, then only the Notes field is data input capable for editing.
There are two tools to edit an invoice. The first is the Invoice worksheet, and the second is the Invoice Edit window. Regardless of which one you choose, you always need to find the specific invoice in the first place, if it is not currently displayed or shown.
To find an invoice:
- Click the Invoices button on the Invoice ribbon tab to open the Invoices window.
- Browse to the invoice you want to edit, or find the invoice using the search bar.
- If you want to edit it in Excel, click the Edit in Excel button on the toolbar. If you want to edit it using the Invoice Edit window, simply double click it.
You will find additional information in the Invoice Detail section of this chapter.
Note: If you know the ID (invoice #) of the invoice, you can also type the ID into the Invoice # cell in the Invoice worksheet and press Enter to retrieve it from the backend database. This feature is called In-Cell Lookup.
