Edit a purchase invoice

How to change the details on a purchase invoice in Sage Accounting.

The ability to edit an invoice depends on your VAT Scheme and whether the invoice has been included on a VAT Return.

Invoice Basis VAT Scheme? - The invoice may have been included on a VAT Return.

Cash Basis VAT Scheme? - The invoice won't be included on a VAT Return, only the payment would be.

Go to Purchases, then Purchase Invoices.
Find and select the invoice you wish to edit.
Select Edit.
If a message appears saying "You can't edit this invoice....." follow the corresponding steps below.
Edit the information needed and select Save.

From the invoice, select 1 payment located under the Amount Paid.
Select the Amount next to the Supplier Payment.
From the bottom of the Supplier Payment window, clear the checkbox for the relevant invoice and Save.
Choose Yes to save the payment as a payment on account.
Edit the invoice as needed and select Save.

You need to reverse the invoice and then create a new invoice with the correct details on.

If the invoice is included in a draft VAT Return, delete it.

Go to Reporting, then VAT Returns.
Look for any VAT Returns marked as Draft.
If there are no drafts, go to the next section.
Select delete (dustbin icon).
Go back to the invoice and select Edit.
If it still shows as being included on a VAT Return, follow the steps below.

Creating the credit note reverses the invoice, and it will appear on the next VAT Return.

You need to reverse the invoice and then create a new invoice with the correct details on.

If the invoice is included in a draft VAT Return, you can delete the draft to allow you to edit the invoice.

Go to Reporting, then VAT Returns.
Look for any VAT Returns marked as Draft.
If there are no drafts, go to the next section.
Select Delete .
Go back to the invoice and select Edit.
If it still shows as being included on a VAT Return, follow the steps below.
If it doesn't, follow the steps above for Edit a paid invoice.

From the invoice, select 1 payment located under the Amount Paid.
Select the Amount next to the Supplier Payment.
From the bottom of the Supplier Payment window, clear the checkbox for the relevant invoice and Save.
Choose Yes to save the payment as a payment on account.
Edit the invoice as needed and select Save.

Creating the credit note reverses the invoice, and it will appear on the next VAT Return.