Sales Standard - Can I edit the details of a sales invoice?

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, in Sales Standard, you can view the following views of all unpaid/pending sales invoices:

• Draft sales invoices
• Finalized sales invoices.

The following shows which data can be modified for each overview:

• Draft sales invoices
  All details of a draft sales invoice can still be changed and resaved.
• Finalized sales invoices
  Only some detailsof a sent sales invoice can be changed:
  • Project: a linked project can be changed or a new project can be linked to the invoice
  • Subject: the text 'Invoice for [customer name]' can be changed
  • Tags: a tag can be removed, changed or a new tag can be added
  • Order number: a PO/order number can still be added to the invoice.
    
    ATTENTION!
    In order to send the sales invoice via Peppol to a Dutch government agency, the field 'Order number' must be filled in mandatory.
    
    

To edit this data:

• in the Finalized invoices overview click on the subject of the invoice
• click on the Edit button
• open the Invoice lines tab
  
  The following screen is opened:
  
  
  
  

For a detailed description of the Draft sales invoices overview see article Sales Standard - Draft sales invoices.

For a detailed description of the Finalized sales invoices overview see article Sales Standard - Finalized sales invoices.