Edit invoice After Finalization

Should you need to change certain things in an invoice after it has been finalized, WorkBook offers the possibility.

Needless to say, this should only be done in very few cases.

Two System variables

Two System variables control what you may edit: no. 918 and 988.

System variable 918

This system variable control the fields on the invoice itself, found under “Jobs”, “Invoice”.

Allow to change invoice data after invoice has been finalized. Amounts or dates cannot be changed – only non – sensitive data. Note that the chosen value on system variable 988 takes precedence.

 

 

 

The result

Click on the hamburger menu and then “Edit data on finalized invoice”. The editable fields then become yellow.

 

 

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System variable 988

This System variable allows editing of certain debtor information both on the invoice under “Jobs” and in the “Debtor invoice management” under “Finance & administration”.

Note that the chosen value on this system variable overrules the one set on system variable 918. In V9 edit is activated through the invoice page context menu and the debtor invoice page toolbar.

 

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