Edit paid Supplier Invoice

It is not possible to edit a paid Supplier invoice without first unhooking/removing the payment from the supplier Invoice. 

The following steps should be taken when you want to edit paid supplier invoices. 

This process is the same for ALL types of supplier invoices in JobBag, including freelancer and talent invoices.

Step1: Find original supplier invoice,  right-click select find payments

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Step2: Edit the payment and credit the account

The aim is to unhook the payment from the invoice and credit the supplier account. 

This will revert the invoice to outstanding which will allow it to be edited  

Zero out the "Pay from Bank"  amount, tab, select the option “yes” to credit the account

Click on Save to save the changes made to the payment, you will need to add a note. 

Note: Keep the payment window open so it is easy to find to reapply the invoice.

Step3: Edit invoice

You can now edit the invoice. 

Make any changes to the invoice as required, changing the job perhaps. Add new timesheets if needed for freelancer  invoices, or amend an existing one. 

Save the invoice.

Step4: Edit payment and link payment back to Invoice

Find the original payment > Edit > load outstanding

Select invoice for payment and zero out the “amount credited”. Save the payment.

New more help? 

Please contact support call 02 8115 8090 or email support@jobbag.com