Making Changes to a Purchase Invoice: Editing, Unposting & Deleting a Purchase Invoice

You can correct a Purchase Invoice as long as it isn’t locked by a payment, a submitted VAT return or your lock date. Every change is recorded in the Audit History and the Ledger Entries.

Change a draft invoice

A draft hasn’t created any ledger entries, so you can change anything on it: edit the fields with the pencil icons, change the lines and click the save icon above them. If you no longer need the draft, choose Delete from the drop-down menu.

Change a posted invoice

To change a posted invoice, undo whatever has happened to it since, newest first:

1. Remove any payments, credits or failures against it. You can see them on the Payment & Audit History tab. See Making Changes to a Purchase Payment.
2. Click Unpost⁽¹⁾. Aedon makes equal and opposite ledger entries and the invoice goes back to Draft.
3. Make your changes, then click Post. Or, to remove the invoice altogether, choose Delete from the drop-down menu.

When it can’t be changed

• Included in a submitted VAT return: it can’t be unposted or deleted. Correct it with a new transaction in a later VAT period.
• Dated before the lock date: it can’t be unposted until your finance controller moves the lock date back.

Every change is recorded in the audit history and the ledger entries, so you always keep a full audit trail. If you still can’t make the change you need, please raise a case and we’ll help.

Related articles

• Purchase Invoice
• Creating a Purchase Invoice
• Making Changes to a Purchase Payment