{"id":33395,"date":"2025-09-16T11:20:49","date_gmt":"2025-09-16T08:20:49","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=33395"},"modified":"2025-10-02T16:54:04","modified_gmt":"2025-10-02T13:54:04","slug":"modifying-an-invoice-related-to-a-receipt","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/modifying-an-invoice-related-to-a-receipt\/","title":{"rendered":"Modifying an invoice related to a receipt"},"content":{"rendered":"

If a sales invoice is partially or fully linked to a receipt, the receipt(s) must be unlinked from the sales invoice before making any changes.<\/strong><\/p>\nOption 1<\/strong><\/span> 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.<\/p>\n

By clicking “Yes<\/strong>“, you don’t need to remove the links manually.<\/p>\n

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Option 2<\/span> <\/strong>When a sales invoice is open for viewing, scroll down a little to the “Receipts<\/strong>” 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,<\/strong>\u00a0opens the receipt view<\/strong>. The icon on the left,\u00a0 “Remove link<\/strong>“, allows you to unlink the receipt from the invoice. After removing the link, you remain in the sales invoice view.<\/p>\n

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Select \u201cEdit sales invoice<\/strong>\u201d from the Actions<\/strong> menu. Make the necessary changes on the invoice and save it again.<\/p>\n

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\u25cf<\/span> <\/strong>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<\/strong> menu, select “Mark as paid”<\/strong>. The system will suggest the existing receipt first; simply click “Save receipt”<\/strong>. If the customer has multiple pending receipts, select the appropriate one.<\/p>\n

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If an invoice is linked to multiple receipts, you can mark several of them at once here.<\/p>\n

If you have any additional questions, please write to us at\u00a0support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[963],"ht_kb_tag":[556,873,865,692,871,872],"class_list":["post-33395","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales","ht_kb_tag-invoice","ht_kb_tag-invoice-payment","ht_kb_tag-receipt","ht_kb_tag-sales-invoice","ht_kb_tag-unbound","ht_kb_tag-unlinked"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/33395","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=33395"}],"version-history":[{"count":12,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/33395\/revisions"}],"predecessor-version":[{"id":35420,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/33395\/revisions\/35420"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=33395"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=33395"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=33395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}