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A payment is not editable if the invoice has been voided or paid. It is editable only if the invoice is still pending. For a voided payment, only its Notes field is editable. Follow these steps to edit a payment:
- Click and select the Invoice worksheet if it isn't already selected.
- Click the Invoices button on the Invoice worksheet to open the Invoices data list window.
- Browse to the invoice for which you want to add/Edit a payment. You can use the search bar to find the invoice quickly.
- Double click the invoice record in the data list to open the Invoice Edit window.
- Click and activate the Payments tab. This will display a list of payments which have been posted for the current invoice.
- Double click the payment you want to edit.
- Make changes as needed, then click the Save button to save the payment.
The Payment Detail section contains an even more detailed explanation of the Payment Edit window.