Editing Sales Invoices

To place a single sales invoice on hold:

1. On the sales invoice Lightning page, select the sales invoice that has a status of "Complete" and the payment status is either “Unpaid” or “Part-paid”.
2. Click Place on Hold on the button bar. The selected sales invoice is placed on hold.

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

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

1. Click the Sales 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 sales 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.

You can also check the hold status of a sales invoice under invoice status on the sales invoice's details tab. If the sales invoice is on hold, then the hold status displays “On Hold”. If a sales invoice is released, the hold status is empty.

To release multiple on hold sales invoices for collection using Lightning:

1. Click the Sales 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 sales invoices that you want to release for collection. We recommend selecting no more than 200 invoices.
4. Click Release for Collection. The window for releasing sales invoices for collection 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 Collection. The selected sales invoices are released for collection.

To amend the contents of a limited set of fields on a single posted sales invoice:

1. Click Amend Document on the invoice detail page and, in some organizations, Amend Line on the line item detail page. If you do not see these buttons in Extended Edition, contact your administrator. This button is available as Amend Details on the sales invoice's Lightning page. The following fields become editable:
• Due Date
• Invoice Description
• Customer Reference
• Line Descriptions
• Dimensions 1–4 (see Notes)
• 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)
2. Make your edits, and when you are finished, click Save.

To amend the details of multiple sales invoices using Lightning:

1. Click the Sales 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 sales invoices that you want to amend. We recommend selecting no more than 200 invoices.
4. Click Amend. The window for amending sales 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 sales 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 sales invoices:
  Select the checkbox under each non-mandatory field you want to clear. This sets the field's values on the selected sales 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.
  
6. Click Amend.