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Lisa1307's avatar
Lisa1307
Contributing User
4 years ago
Solved

Editing open invoices

I have recently turned on the function so i can only reverse transactions not delete them (as recommended by MYOB), however now when i go into an open sales invoice that i have not emailed to the customer yet and i cannot make any alterations or changes (i want to change some wording before i email it). Anyone know how i can do this?

  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Lisa1307 

     

    Enabling Transactions Can't be Changed, They Must be Reversed within the Setup>>Preferences>>Security will prevent any changes made to transactions. This does mean that you would not be able to make changes to the description of a transaction (and other parts) with that preference enabled. You would need to look at disabling that preference if you are needing to make changes to your transactions.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi Lisa1307 

     

    Enabling Transactions Can't be Changed, They Must be Reversed within the Setup>>Preferences>>Security will prevent any changes made to transactions. This does mean that you would not be able to make changes to the description of a transaction (and other parts) with that preference enabled. You would need to look at disabling that preference if you are needing to make changes to your transactions.