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Edit Bills

Edit Bills

You can edit any of the following bills: The draft bills, unpaid bills, paid bills, and awaiting payment bills.  

Edit a Draft or An Awaiting Approval Bill 

  1. In the Account menu, select Purchases(Accounts >> Purchases)
  1. Select either Draft or An Awaiting status tab. 
  1. Find and open the bill you want to edit. If you know the contacts name or the bill amount then using search option you can find the bill easily. 
  1. Make the required changes as needed. You can edit any of the fields. 
  1. Once you finish editing the bill then you can save it as a draft or approve it depending on the user role you have.  
  1.  You can click either: 
    • Receipt Upload button if you want to add a receipt to the bill.  
    • Save as Draft button if you want to save the bill as a draft. 
    • Approve button if you want to save the bill as Awaiting Payment. 

Edit an Awaiting Payment Bill 

  1. In the Account menu, select Purchases(Accounts >> Purchases)
  1. Select Awaiting Payment status tab. 
  1. Find and open the bill you want to edit. If you know the contacts name or the bill amount then using search option you can find the bill easily. 
  1. Make the required changes as needed. You can edit any of the fields. 
  1. Once you finish editing the bill then you can save it as a draft or approve it depending on the user role you have.  
  1.  you can click either: 
    • Receipt Upload button if you want to add a receipt to the bill.  
    • Update button if you want to save the bill as a draft. 
  1. You can now:  
    • Record payments 
    • Allocate available credit 
    • Schedule a payment 

Edit a Partial or Paid Bill 

What you can do 

  1. You can edit the only fields that do not affect the bill total 
    • Contact Details 
    • Description 
    • Account code 
    • Reference 
  1. Remove payments and credits if applied 

Edit a Paid Bill 

  1. In the Account menu, select Purchases(Accounts >> Purchases)
  1. Select the Paid and Partial Paid status tab. 
  1. Find and open the bill you want to edit. If you know the contacts name or the bill amount then using search option you can find the bill easily. 
  1. You can only edit some of the fields that do not affect the amount of the bill. But if you want to edit all the fields then you have to remove the following links (If applied):  
    • Remove Payment (Link Required) 
    • Remove Prepayment (Link Required) 
    • Remove Overpayment (Link Required) 
    • Remove Credit Note (Link Required) 
  1. Make the desired changes as needed. 
  1. Click on the Update button. 

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