Accounting Ideas

Adding a note to an invoice after its been marked paid

When we generate invoices and make a payment off it, we can't add any notes like mode of delivery, marketing materials that were included in the order, etc. If there was a way to add a note to the sales Invoice/Order after a payment has been taken that would be beneficial. We can add notes once a payment hasn't been made against the invoice, which is ok, but unfortunately sometimes a payment is made prior to shipping mode and marketing materials have been processed.

  • Guest
  • May 19 2020
  • Great Idea Currently In The Works
  • Attach files
  • Guest commented
    15 Jun, 2020 02:25pm

    Hi.

    Thank you for logging your Idea.

    It's not currently possible to edit an invoice while it is paid, but you can unallocate payments from the invoice, then make the needed changed and allocate the payment again.

    I appreciate this has a few extra steps, but it might help you out if you need to edit an invoice.

    Tom