In Farmplan Business Cloud, if you assign a payment to a customer or supplier invoice you will be unable to edit the original invoice until the payment is removed. This is to protect the integrity of the transaction and to avoid causing errors.

If you are using Farmplan Business Cloud to create customer invoices, please follow the steps below.

An easy way to find the assigned payments to an invoice is to go to Customers > Customer Invoices.

Clicking the blue hyperlink on the invoice will allow you to view the invoice and all allocated payments.

You can then choose to delete that payment, and the system will allow you to make changes as required to the invoice.

From the screen above, once the payment has been deleted you can click the orange 'Edit' button to make your changes.

If the payment was processed through a bank account that used file imports or automatic bank feeds, you will find it under the 'Check' tab when entering your bank transactions ready to be processed again.

If it was a manual entry then you will need to re-enter the payment manually. It is a good idea to make a note of the payment details before you delete it.

An easy way to find the assigned payments to an invoice is to go to Suppliers > Supplier Invoices.

Under Actions, select the green button with 3 white dots - Payments

This will show you the payment(s) allocated to that invoice.

You can then choose to delete that payment, and the system will allow you to make changes as required to the invoice.

Once the payment has been deleted, you can click into the invoice from the 'Supplier invoices' screen and make your changes as required.

If the payment was processed through a bank account that used file imports or automatic bank feeds, you will find it under the 'Check' tab when entering your bank transactions ready to be processed again.

If it was a manual entry then you will need to re-enter the payment manually. It is a good idea to make a note of the payment details before you delete it.