Editing Suspended and Finished Invoices

If your login is the one associated with the invoice (i.e., the login used when the invoice was first started), you only need to be assigned permission 078 (Process invoices) to edit the invoice. If your login is not the one associated with the invoice, you must be assigned permission 177 (Invoice Administrator) to edit the invoice. See Permissions Used By Sierra for more information.

Sierra allows you to edit invoices at any point prior to posting, including both suspended and finished invoices. To edit an invoice, do the following.

  1. Choose Pay an Invoice from the Function drop-down list.
  2. Choose the session containing the invoice you want to edit. The system displays the invoices that have already been created in that session. Invoices that are suspended appear in red, and finished invoices are in black.
  3. Select an invoice and choose Edit.

    Note that the Cancel button on the toolbar does not cancel the editing session, but rather prompts you to delete the entire invoice (regardless of whether the invoice was previously finished or not). To close an invoice that was accidentally chosen for editing, you can either suspend or finish the invoice.

  4. Finish the invoice as described in Creating Invoices. Note that if you are editing an invoice that was previously finished, the system prompts you again to enter the invoice totals, but includes the previous totals as defaults.
See also:
Suspending Invoice Processing