Drake Accounting - Editing or Deleting a Receivables Invoice
Article #: 16496
Last Updated: October 21, 2024
To edit a saved invoice, complete the following steps:
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Select the Receivables menu, then select Invoices.
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Select the customer for the invoice you wish to edit.
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Select the applicable invoice.
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Edit the information as needed.
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To edit a line item, on the Invoice Line Items tab, select the field to edit in the grid at the bottom of the window and make changes as needed.
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All field values except the Extended Price (product invoice) and Tax (product invoice) are editable.
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Invoice line items can be added and deleted as well.
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To add a line item, select the New icon (
) and enter the item information. -
To delete a line item, select the item to remove and then select the delete icon ().
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Select Save when edits are complete.
Note Once a payment has been made, an invoice cannot be edited.
To delete a saved invoice, complete the following steps:
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Select the Receivables menu, then select Invoices.
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Select the customer for the invoice you wish to delete.
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Select the applicable invoice.
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Select Delete.
If using the bookkeeping feature, Drake Accounting makes a reversing entry for the entire invoice in the journal.
Caution Once a payment has been made, you must first delete the payment in order to delete the invoice.