Skip to main content

How to Edit/Delete Approved Receipt?

Edit an approved receipt in ProcureDesk.

Updated over 3 weeks ago

Once an invoice is created against a PO, the respective receipt cannot be edited directly. You must unlink the PO from the Invoice to modify the receipt.

Prerequisites

  • Access to the Invoice and Receipt module.

  • Necessary permissions to modify invoices and edit receipts.- Only authorized users with the necessary permissions are allowed to edit or delete receipts.

Step-by-Step Instructions

Modify the Invoice

  • Navigate to the invoice associated with the PO.

  • If the invoice is in draft, unlink the PO from it. If it is approved, do a "Change Invoice" and then unlink the PO from the invoice.

Revert the Receipt

  • Open the receipt you want to change.

  • At the bottom, you will see a "Revert" button. Click on it.

  • The receipt status will change to 'Draft' after reverting.

If you don't see the "Revert" button, that means that there's still an invoice for some lines on this receipt linked to the PO.

Edit the Receipt

  • Once the receipt is in 'Draft' status, you can edit it as needed.

FAQs and Troubleshooting

  1. What if I can't delete the invoice?

  • Ensure you have the required permissions. Contact your company's administrator or ProcureDesk if you lack permission.- Note that changes to receipts may require approval depending on your organization's setup.### Related Topics

  • Creating and Confirming Orders in ProcureDesk: Learn about managing and finalizing your orders.

  • Handling Errors in ProcureDesk Orders: Tips for correcting common mistakes during order processing.

Did this answer your question?