✅ Yes! You can edit or update an existing invoice in Borg Desk ERP, but it depends on the invoice status and your user permissions.

Steps to Edit an Invoice:
1️⃣ Go to the Sales Accounts Module  in Borg Desk ERP---> Manage All Invoice.
2️⃣ Search & Select the Invoice you want to edit (using invoice number, customer name, or date filter).
3️⃣ Click on Edit (Pencil) Icon in the Action Column ---> Click on the "Edit(Pencil Icon)" Button (if the invoice status allows modifications).
4️⃣ Update details like: ✔Customer Information ✔Product/Service details (Quantity, Price, Tax, Discount) ✔Payment Terms or Notes ✔Any other relevant fields or any other details which are editable.
5️⃣ Save the Changes & Re-generate the invoice if needed.

Important Notes:
✔If the Invoice is already Approved or Sent to the Customer, editing might be restricted. You may need to cancel and create a new invoice.
✔If GST or Tax has been filed based on this invoice, editing may not be allowed due to compliance reasons.
✔Admin Users can control who has permission to edit invoices.

Pro Tip: If an invoice cannot be edited, you can issue a Credit Note or Debit Note to adjust the amount instead.

Need further assistance? Let us know! 
 

Admin

March 23, 2024

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