Before you follow these steps, make sure you have the Administrator role to perform these actions.

  1. At Sales Invoice page, delete the payment for the invoice by clicking at View Receipt. It should bring you to the Receipt page.
  2. At Receipt page, click at Option and click Delete Transaction. It should delete the transaction at the bank as well. It will also bring you back to the Sales Invoice page.
  3. At Sales Invoice, click on Invoice Option dropdown menu, select Revert.
  4. Sales Invoice will be in Draft status and you can make changes to the Sales Invoice.