You can make changes to most sales (invoices, quotes and orders) in a few quick steps...except for these:
sales recorded in a closed financial year. There might be times when you need to enter adjustments for the last financial year. If you've already closed that year, you can still make changes by rolling back the financial year.
sales recorded in a locked period. To change a sale in a locked period, you first need to unlock the period. However, before making a change, consider how it will affect your accounts and tax reports (such as the GST you have reported).
UI Text Box
size
medium
type
warning
Avoid changing the calculated Tax/GST
If you change a transactionsale's calculated taxs calculated tax/GST using the zoom arrow next to the Tax/GST field, BAS and GST Return calculations could be affected.
Before you can change a sale, set the AccountRight security preference which controls if transactions can be changed.
UI Expand
expanded
true
title
To set your security preference
To set your security preference
If a sale transaction has a white zoom arrow next to it, it means it can't be changed. To make it changeable (so it has a blue zoom arrow ), set the following security preference. If your user role allows you to change preferences, you can change this option at any time.
Go to the Setup menu and choose Preferences.
Click the Security tab.
Deselect the option Transactions CAN'T be Changed; They Must be reversed.
Click OK.
UI Expand
title
To change a sale
To change a sale
Go to the Sales command centre and click Sales Register.
Click the applicable tab depending on the transaction you want to change.
(Optional) Set the Search By and Dated From and To fields to narrow down your search.
Click the zoom arrow to open the transaction you want to change.