• The invoice has been paid
• The invoice was created from a purchase order or sales order
• A credit memo has been applied against the invoice
• The invoice is in a closed year
• The invoice is in a prior period and the user does not have access required to change transactions in prior periods
• Damaged transaction
• Check was applied to the invoice and later voided

Section 1: Invoice Created from a Purchase Order

• When an invoice is created by converting a purchase order, no changes can be made to the line items
• If changes are needed, delete the invoice, edit the purchase order, then recreate the invoice

Section 2: Invoice has been paid, check voided, or a Vendor Credit Memo has been applied

1. Select Lists, Vendors & Purchases, then Purchases.
2. Double-click the desired invoice to open it.
3. Select View Related Transactions.
4. Open and delete any payments, voided payments or vendor credit memos that have been applied to the invoice.
5. The invoice can now be edited.
6. If needed, reapply the payments or vendor credit memos.

Section 3: Security Access

1. Follow One user is unable to make changes to transactions or print from a prior period.
2. Verify that you can now edit or delete the invoice.

Section 4: Damaged Transaction

1. Have all other users close Sage 50 Accounting—U.S. Edition.
2. Make a backup of the company; see How do I create or make a backup?
3. Follow How do I run the Invoice/Payment Sync Test for Accounts Payable or Accounts Receivable?
4. Verify the invoice can now be deleted.

Section 5: Clear transaction and recreate Invoice

1. Create a Receipt and apply a new Vendor Credit Memo to the Invoice. See How do I remove old items from my aging reports?
2. Re-create that invoice with a new invoice number.

Section 6: Open Purchase Invoice is dated in a closed year

1. You can only pay an unpaid purchase invoice from a closed year or apply a vendor credit memo to it.
2. See How to enter and apply a Vendor Credit Memo