You are here:

Editing Sales Invoices

To update selected details on an "In Progress" sales invoice, click Edit on a sales invoice detail or list page and then change the fields you want to update. In Extended EditionThe view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. organizations you may need to return to Classic EditionThe view of the application that you see when you first install the base managed package. to make these changes. In this situation, click Classic Edit instead.

See Sales Invoice Fields for a full description of the standard fields that make up a sales invoice.

For information about maintaining the lines on an existing invoice, see Sales Invoice Line Items.

When you have finished, click Save. You can also click Save & New to save the current document and immediately begin to create another.

Note: Notes

You cannot edit the Opportunity field once the invoice has been saved.

You cannot edit a sales invoice's due dates once they are in the past.

You cannot edit the details of a sales invoice that forms part of a recurring set, even when its status is “In Progress”.

Amending a posted sales invoice

To amend the contents of a limited set of fields on a posted sales invoice, click Amend Document on the invoice detail page and, in some organizations, Amend Line on the line item detail page. If you don't see these buttons in Extended Edition, contact your administrator.

The following fields become editable:

Due Date (if not in the past)
Invoice Description
Customer Reference
Line Descriptions
Dimensions 1–4 (see Notes)
Custom fields that have been set up for sub-analysis mappingMapping of custom fields at header and line level for the purpose of profitability reporting. (see Note 2)

Make your edits, and when you are finished, click Save.

Potentially editable fields are marked with an E in Sales Invoice Fields.

The changes that you make are also automatically reflected in both the related transactionA record created when documents are posted to the general ledger. Transactions must balance (sum to zero) in home, dual, and document currency. and the appropriate balances. The type of balances that are updated automatically depend on how your organization has been configured.

Note: Notes

The ability to edit dimensions on a posted document is controlled by a custom setting. If you find you cannot edit dimensions on a posted document, contact your administrator.

If you edit a pre-existing dimension on a posted document, the new one must have the same currency as before, or be home, document or dual currency. If you add a new dimension to a posted document where one didn't exist previously, it must be in document, home or dual currency.

You cannot edit dimensions on a posted document if its period is closed. This validation is unaffected by the custom setting.

You can use the standard Salesforce tracking field history feature on the transaction line item custom object to track changes to these fields. See the Salesforce Help for more information. Remember to add the Transaction Line Item History related list to your page layout.

Note 2: Note 2:

The ability to edit custom fields that have been set up for sub-analysis mapping is controlled by a custom setting. If you cannot edit these fields on a posted document, contact your administrator.

Warning: Warning