Opening and Editing Interim Invoices

Interim Invoices with the status of "Draft" are held only within FYI, and all details of the invoice can be viewed and edited from the Invoice Drawer.

This article discusses editing Interim Invoices specifically, however for more details on viewing and editing all Invoice drafts created in FYI refer to Opening and Editing Draft Invoices.

Invoice Drawer

The Invoice Drawer provides information on whether the Interim Invoice was created from within FYI or imported from Xero. The fields that can be updated for the invoice depend on the source. For example, invoices imported from Xero can only be updated to select a new Client and Job.

To access the Invoice Drawer, navigate to the Invoices list from either the Practice, Clients or Jobs workspace.

Use the Type filter to display Interim Invoices only. When selecting an Invoice from the list, the Invoice Drawer displays on the right-hand side.

The Drawer gives a focused view of all the information, functions, and features that are available for Interim Invoice Type documents.

For invoices imported from Xero Ledger, the Write On/Off field will display "Imported Invoice", similar to below:

Editing Interim Invoices

Created in FYI

For Interim Invoices created in FYI, once the Invoice has been Approved (refer to Approving Invoices) and synchronised to the Practice Xero Ledger, the invoice can no longer be edited in FYI. A copy of the draft invoice will be displayed in the preview pane. Refer to Previewing an Invoice.

Before approving the invoice, the invoice can be edited to change the date, value, and other details. 

Note: To select a new Job, you will need to delete the Invoice and create a new one with the correct job selected.

1. Navigate to the Invoices list from either the Practice, Clients or Jobs workspace.
   
   
2. Click on the Invoice in the list. The Invoice drawer will be displayed.
   
   
3. Expand the Details section.
   
4. Click Edit.
   
   
5. Update the details as required.
   
6. Click Save.

Synchronised from Xero Ledger

Invoices synchronised from Xero Ledger are created as Interim Invoices in FYI when a matching Client and Job is found in FYI. Once the invoice is approved, a negative time entry will be created in FYI. These negative time entries cannot be deleted.

If the invoice was created without a Job, or the wrong Job is selected, the Interim Invoice can be updated in FYI. Both the invoice, and any negative time entries created by the invoice will be reassigned to the newly selected job.

Note: Archived or Cancelled Jobs cannot be updated.

1. Navigate to the Invoices list from either the Practice, Clients or Jobs workspace.
   
   
2. Click on the Invoice in the list. The Invoice drawer will be displayed.
   
   
3. Expand the Details section.
   
4. Click Edit. 
   
   
5. Update the Client and Job as required.
   
6. Click Save.

An entry will be added to both the Invoice - Activity section and the Time - Activity sections.