How to change the invoice date when the invoice is in the Posted status

Problem

You can't edit the invoice date because it's grayed out. The invoice is in the Posted status.

Solution

You cannot make changes to an invoice if it's in the Posted status. You will need to unpost the batch before you can make changes to the invoice.

Unpost then edit the invoice

1. Search for and go to the invoice.

2. On the invoice record, check if the invoice is in the Posted status. You can find this information in the invoice header section. 

3. On the invoice record, find the specific batch where your invoice is. You can find this information in the invoice header section. 

4. On the navigation bar, go to Accounting .

5. In the side menu, click Batch/Export Transactions.

6. On the batch screen, search for and select the batch you want to unpost.

7. Unpost the batch. This action will change the status of the invoice, making it editable.

8. Go back to the invoice. You should now be able to change the date.

9. Edit the invoice date as needed. Click on the date field, and select the new date you want.

10. When finished, click Save.

11. Re-post the batch.