Unable to edit invoice or job or unapply payment

  • Updated on Mar 11, 2026
  • Published on Feb 5, 2026
  • 1 minute(s) read
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Problem

You are experiencing the following issue:

  • Unable to edit an invoice, such as adding materials, changing business units, and so on, even if the invoice has not been exported

  • Unable to edit job details on a job such as job date, and other details

  • Unable to complete a job

  • Unable to unapply a payment on an invoice

Solution

This issue occurs when the job or invoice date falls under an accounting period that is closed. To resolve this issue, reopen the accounting period.

Note: You need the Open Period permission to reopen a previously closed accounting period.

Reopen a closed accounting period

  1. Go to the navigation bar and click Accounting.

  2. In the side menu, click Accounting Periods.

  3. On the Accounting Periods screen that opens, find the Accounting Period you want and click Actions > Open Period.

  4. The status of the accounting period updates to Open.

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