Is it possible to change a Sales Invoice after its final approval?

While a Sales Invoice has not been fully approved, its Requester has the option to edit the request (this means the Sales Invoice will be resubmitted for approval), or to cancel it.

 

As soon as a Sales Invoice has been fully approved, it can no longer be changed in ApprovalMax.

If changes are inevitable, however, authorised users are able to make them to the Sales Invoices in Xero. Any alteration will be synced back to ApprovalMax, who tracks all changes made to a finance document in Xero after it has been approved in ApprovalMax and will notify the Organisation's Administrators - if the "Fraud detection – changes after approval" setting has been activated. You'll find more details here.

​

Alternatively, you can create a new Sales Invoice and ask to have the previous one cancelled/deleted in Xero.

If there have only been changes to the Invoice amount to increase it, it's recommended to create a new (additional) Sales Invoice for the difference between the two amounts. This will avoid changes in Xero.

• Related Articles

• Is it possible to unreject a Sales Invoice?

  If a Sales Invoice that was created in Xero gets rejected by an Approver, it goes back to Xero in the Draft status. Its Requester needs to amend the Sales Invoice in Xero and then resubmit it for approval. If a Sales Invoice that was created in ...

• Is it possible to change a Quote after its final approval?

  While a Quote has not been fully approved, its Requester has the option to edit the request (this means the Quote will be resubmitted for approval), or to cancel it. As soon as a Quote has been fully approved, it can no longer be changed in ...

• How can I configure the PDF file of a Sales Invoice that will be sent to the client?

  During Sales Invoice creation, the Requester selects a Theme for the Sales Invoice. After its approval, a PDF file will be generated based on this particular Theme. Themes are configured in Xero and picked up by ApprovalMax. In order to change a ...

• Is it possible to change a Purchase Order after its final approval?

  While a Purchase Order has not been fully approved, its Requester has the option to edit the request (this means the Purchase Order will be resubmitted for approval), or to cancel it. As soon as a Purchase Order has been fully approved, it can no ...

• How can I specify instructions for Xero Sales Invoice Requesters?

  An Organisation's Administrator can provide a message that will be shown to Requesters during Sales invoice creation. This is how instructions for Sales Invoice Requesters can be set up: Select your Organisation in the main menu and open Approval ...