Editing Payable Invoices

To update selected details on a payable invoice, click Edit on a payable invoice detail or list page at any time prior to posting, and then change the fields you want to update. In some organizations you may need to return to Classic EditionClosed The view of the application that you see when you first install the base managed package. to make the changes you want to make. In this case, click Classic Edit instead.

See Payable Invoice Fields for a full description of the standard fields that make up a payable invoice.

For information about maintaining the lines on an existing payable invoice, see Payable Invoice Line Items.

Placing a Posted Payable Invoice on Hold

There are two ways that you can place a payable invoice on hold:

Placing a payable invoice on hold changes the invoice's Hold Status field to "On Hold" and selects the On Hold checkbox on the related transaction line items. Transaction lines marked in this way are excluded from inclusion in a payment proposalClosed List of the accounts and transactions you are planning to pay or collect subscriptions from, on a specified date, using a specified bank account..

Note: Note
Although placing a payable invoice on hold prevents it from being retrieved by the selection process in Payments, it doesn't stop manual payment through Cash Matching.

Releasing a Payable Invoice for Payment

To release an on hold payable invoice for payment, follow the same process mentioned above to place it on hold, except this time click Release for Payment. The invoice or invoices you select must already be on hold.

Note:
You can only release 200 invoices for payment at a time.

If your administrator has enabled this, you can see the Hold Status of payable invoices on appropriate list views. If you can't see this on your list views, contact your administrator. You cannot edit these statuses directly.

Note that you can only place a payable invoice on hold or release it for payment if the payment status is "Unpaid".

Amending a Posted Payable Invoice

This section describes how to amend a posted payable invoice in Lightning Experience and in the different editions of our application. If you are unsure which version you are using, contact your administrator.

Once you have posted the payable invoice and its status is "Complete", you can only amend (add, edit or delete) the values in following fields:

To amend the details of a payable invoice:

  1. Click the Payable Invoice tab.
  2. From the list view, click the "Complete" payable invoice that you want to amend.
  3. On the invoice detail page, click Amend Details. The Amend Payable Invoice window displays.
  4. Modify the fields listed above as required. For more information on the fields, see Payable Invoice Fields.
  5. Click Save.

For information on how to amend payable invoice lines, see Amending Lines after Posting.

To amend (add, edit or delete) the contents of a limited set of fields on a posted payable invoice, do one of the following:

The changes that you make are also automatically reflected in both the related transactionClosed A record created when documents are posted to the general ledger. Transactions must balance (sum to zero) in home, dual, and document currency. and the appropriate balances. The type of balances that are updated automatically depend on how your organization has been configured.

Notes:
Note 2: Note 2:
The ability to edit custom fields that have been set up for sub-analysis mapping is controlled by the Enable Edit Sub-Analysis (after posting) field in the Accounting Settings custom setting. If you cannot edit these fields on a posted document, contact your administrator.