If I inadvertently create an invoice in the wrong currency is there a reason why I cannot change the currency afterwards using Edit if it hasn’t been paid?

If I inadvertently create an invoice in the wrong currency is there a reason why I cannot change the currency afterwards using Edit if it hasn’t been paid?

1 answer

Peter Connor Staff November 22, 2015
Public

Hi S,
Nope you can do whatever you want to an invoice. The only time it gets locked is if it sits in an closed VAT period. You can still change it but we force you to talk to us. 
Here is a video of me making changes in currency
Technically an invoice is an agreed document, so editing requires a credit note. But you can get away with that once you don’t skip an invoice number or money’s hasn’t exchanged hands. 
Hope that helps Sonya. We’re here to serve. 
Pete

PS Bullets designed for play, so you can edit and delete anything you want. Just not in an old tax period. 

#answer-2259
  1. Thanks but the currency box doesn't appear when I go back to edit?
  2. Peter Connor November 22, 2015
    What do you mean. It was there when I went back in, can you send a screen shot?
  3. Would it be because it's a recurring invoice?
  4. Peter Connor November 22, 2015
    Ok. This is what might be happening. Let me explain recurring invoices.
    You create a CORE invoice (the first invoice) and Bullet will generate the rest of the invoices based on this core invoice.
    Should you edit the 10th invoice you're just editing the 10th invoice not the core invoice that all the other invoices are created from. Bullet will ask you do you want to edit 'this' or 'future', invoices. But it won't edit the core invoice. That's because those historical invoices might be in old VAT periods.
    To Edit Recurring Invoices:
    Edit 10th invoice only
    Edit 10th and on invoices only
    Edit Core (1st) invoice and you're editing the recurring payment at it's core.
    Does that make sense, recurring invoices can get confusing like that.

Please login or Register to Submit Answer