Once a Payment is associated with a Vendor Invoice, you are no longer allowed to edit the Vendor Invoice. The voiding of the payment on top of that locks it down even further.
This guide will explain the process to free up the vendor invoice if you have created a payment and voided its payment.
- Voiding a payment will simply make the vendor invoice available for payment generation again, but will not allow you to edit the vendor invoice.
- Once a Vendor Invoice has been initially saved, you cannot change the Vendor its for. In this case, you can delete the vendor invoice in error and recreate it with the correct vendor.
Steps To Resolve
In order to edit the voucher you must do the following:
1. Open the Vendor Invoice, Original Payment and the Void Payment in question.
2. Unpost all three records.
3. Close the Vendor Invoice for the moment. We will come back to that later.
4. Go to the Void Payment, click Delete.
5. Go to the Original Payment>Close>>go to Menu>Recent>and select the Original Payment. This will refresh the payment which removes the connection to the VOID.
6. From the Original Payment, click on the Invoices tab>> Highlight the vendor invoice line and click the X button to the left of the lines to unlink them from the invoice. >>SAVE
7. Now you can open the Vendor Invoice once more and make your edits.
8. Save the Vendor Invoice.
What do I do with the Payment?
This will depend on what you have done with the vendor invoice.
I simply edited the invoice. The payment will remain the same and has already been sent to the vendor>>
1. Open the Original Payment> click on Invoices tab>>click the + icon located along the left side>>Select the vendor invoice>>click Done>>Save & Post the payment.
The invoice is for the wrong vendor, so I need to delete the invoice and void the payment>>
1. Create a new vendor invoice for the correct vendor and follow the normal process to pay the vendor invoice.
2. Open the Incorrect vendor invoice> Delete.
3. Open the Original Payment>> set check amount to $0>SAVE>POST>click VOID
4. Open Void Payment>POST