Edit a prepayment

You can edit any part of a prepayment if you haven’t already reconciled it, refunded it, or credited it to another invoice or bill. Then you can only make limited changes.

Edit a prepayment you haven't reconciled, refunded or credited

  1. Go to Accounts, then Sales (if a prepayment received) or Purchases (if a prepayment paid).
  2. On the Awaiting Payment tab, open the prepayment.
  3. From Prepayment Options, select Edit.
  4. Make changes in any field.
  5. Click Update.

Make limited changes to a prepayment you have reconciled, refunded or credited

You can only make limited changes to a prepayment once you've refunded or reconciled it or used it to pay an invoice or bill.

You can't change:

  • Date
  • Amount
  • Tax Rate (if it changes the total amount)