Editing Payable Invoices

You can place a single payable invoice on hold on the individual payable invoice page, in Lightning Experience and Classic Edition The view of the application that you see when you first install the base managed package. only. The invoice status must be "Complete".

To place a single posted payable invoice on hold in Lightning:

1. On the payable invoice's detail page, click Place on Hold. The Place on Hold window displays.
2. Read the information message and click Place on Hold. The selected invoice is placed on hold.

To place a single posted payable invoice on hold in Classic Edition, click Place on Hold on the button bar.

To release an on hold payable invoice for payment, follow the same process, except this time click Release for Payment on the button bar. The invoice you select must already be on hold.

To place one or more payable invoices on hold using Lightning:

1. Click the Payable Invoices tab.
2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
3. Use the checkboxes on the left to select the payable invoices that you want to place on hold. We recommend selecting no more than 200 invoices. If you select ineligible invoices, they will be ignored.
4. Click Place on Hold. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.

Placing a payable invoice on hold changes the invoice's Hold Status field to "On Hold" and selects the On Hold checkbox on the related transaction line items. Transaction lines marked in this way are excluded from inclusion in a payment proposal List of the accounts and transactions you are planning to pay or collect subscriptions from, on a specified date, using a specified bank account..

To release multiple on hold payable invoices for payment using Lightning:

1. Click the Payable Invoices tab.
2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
3. Use the checkboxes on the left to select the on hold payable invoices that you want to release for payment. We recommend selecting no more than 200 invoices.
4. Click Release for Payment. The window for releasing payable invoices for payment displays. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.
5. Check your selection and click Release for Payment. The selected payable invoices are released for payment.

Once you have posted the payable invoice and its status is "Complete", you can only amend (add, edit or delete) the values in following fields:

• Due Date
• Credit Note Description
• Reference 1
• Reference 2
• Dimensions 1-4 (see Notes)
• Income Tax Type (must be a federally reportable 1099 vendor)
• External Tax Status
• Custom fields
• Custom fields that have been set up for sub-analysis mapping Mapping of custom fields at header and line level for the purpose of profitability reporting. (see Note 1)

Amending a Single Payable Invoice

To amend the details of a single payable invoice:

1. Click the Payable Invoice tab.
2. From the list view, click the "Complete" payable invoice that you want to amend.
3. On the invoice detail page, click Amend Details. The Amend Payable Invoice window displays.
4. Modify the fields listed above as required. For more information on the fields, see Payable Invoice Fields.
5. Click Save.

For information on how to amend payable invoice lines, see Amending Lines after Posting.

Amending Multiple Payable Invoices

To amend the details of multiple payable invoices using Lightning:

1. Click the Payable Invoice tab.
2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
3. Use the checkboxes on the left to select the payable invoices that you want to amend. We recommend selecting no more than 200 invoices.
4. Click Amend. The window for amending payable invoices displays. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.
5. Do one of the following for each field you want to amend:
• To specify a new field value for the selected payable invoices:
  Enter or select the field value you want. New field values overwrite the existing ones. If you leave the field blank, its values are not amended.
• To clear a field's values from the selected payable invoices:
  Select the checkbox under each non-mandatory field you want to clear. This sets the field's values on the selected payable invoices to "None". When selecting a checkbox to clear field values, leave the related field blank. Selecting the drop-down value "None" manually does not clear field values on the selected invoices.
  
  For more information on the fields, see Payable Invoice Fields.
6. Click Amend.

For information on how to amend payable invoice lines, see Amending Lines after Posting.

To amend (add, edit or delete) the contents of a limited set of fields on a posted payable invoice, do one of the following:

• In Classic Edition The view of the application that you see when you first install the base managed package., click Amend Document.
• In Extended Edition The 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., click Classic Edit.

The changes that you make are also automatically reflected in both the related transaction A 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.

• Due Date
• Invoice Description
• Reference 1
• Reference 2
• Line Descriptions
• Dimensions 1–4 (see Notes)
• Income Tax Type (must be a federally reportable 1099 vendor)
• External Tax Status
• Custom fields that have been set up for sub-analysis mapping Mapping of custom fields at header and line level for the purpose of profitability reporting. (see Note 1)