If an invoice is partially or fully linked to a receipt, it cannot be modified. To edit the invoice, you must first unlink the receipt(s) from it.
Option 1 When you choose to edit a sales invoice linked to receipts from the Actions menu, the program displays a warning that all receipts will be unlinked.By clicking “Yes“, you don’t need to remove the links manually.
Option 2 When a sales invoice is open for viewing, scroll down a little to the “Receipts” section. There you will see the receipt details, and at the end of each row are two icons. The icon on the right, a magnifying glass, opens the receipt view. The icon on the left, “Remove link“, allows you to unlink the receipt from the invoice. After removing the link, you remain in the sales invoice view.
Select “Edit sales invoice” from the Actions menu. Make the necessary changes on the invoice and save it again.
● Removing the link between a receipt and an invoice does not delete the receipt itself. You can link the existing receipt to the invoice again. From the Actions menu, select “Mark as paid”. The system will suggest the existing receipt first; simply click “Save receipt”. If the customer has multiple pending receipts, select the appropriate one.
If an invoice is linked to multiple receipts, you can mark several of them at once here.
If you have any additional questions, please write to us at support@simplbooks.ee
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