Edit Invoice Header Information

You can edit some fields in the invoice header if the invoice has a status of Open.

To edit invoice header information

1. On the Invoice workform, do one or more of the following:

   • In the Number box, enter a unique invoice number.

   • In the Suffix box, enter an invoice number suffix.

   • Select an invoice type from the Type list. You can only edit the invoice type if the invoice has no line items.

   • Select a payment method from the Method list. You can only edit the method if the invoice has no line items.

     Note:
     The available payment methods depend on the invoice type selected.

   • In the Invoice Date box, enter the invoice creation date.

2. Do one of the following:
   • Select SAVE.
   • Continue editing the invoice.