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Editing Payment

A payment is not editable if the invoice has been voided or paid. It is editable only if the invoice is still pending. For a voided payment, only its Notes field is editable. Follow these steps to edit a payment:

Click and select the Invoice worksheet if it isn't already selected.
Click the Invoices button on the Invoice worksheet to open the Invoices data list window.

Invoices data list window (Click to enlarge)
Browse to the invoice for which you want to add/Edit a payment. You can use the search bar to find the invoice quickly.
Double click the invoice record in the data list to open the Invoice Edit window.
Click and activate the Payments tab. This will display a list of payments which have been posted for the current invoice.

Invoice Edit window (Click to enlarge)
Double click the payment you want to edit.

Payment Edit window (Click to enlarge)
Make changes as needed, then click the Save button to save the payment.

The Payment Detail section of this chapter contains an even more detailed explanation of the Payment Edit window.

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LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference

Online-Only Articles Billing Software Powered by Excel Buttons in the Template Don't Work Sample Invoice Template: Using handwriting Signature Sample Invoice Template: Using Drop-Down List Sample Invoice Template: Long Product Descriptions Sample Invoice Template: Using Line# as Product IDs How to: Password-Protecting an Invoice Template How to: Transferring Excel Invoice Manager to a New System How to: Removing Auto-created Macros from Your Invoice Template Creating a Packing Slip Template Modifying Standard Fields with Database Designer Sample Invoice Template: Replacing the Product IDs with Line Numbers Invoice Template with Support for Product-Type Specific Tax Rates Editing Paid Invoices Working with Multiple Companies or Currencies Sharing/Linking Tables between Access Databases Tutorial: Adding New Fields to Reports Sample Invoice Template: Displaying 'FREE' for Zero Values Customizing Header and Footer of Printed Invoices Customizing Invoice Template for Pre-printed Invoice Forms Charging GST Tax on Shipping Cost Invoice Form with Fixed or Static Product / Service Items

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