Reclassify an invoice

To update an invoice that is in a Selected, Partially paid, or Paid state, you need to reclassify the transaction. Only authorized users can reclassify a transaction and the option to reclassify must be enabled for your company.

Only some fields can be edited when you reclassify a transaction. For example, you can change the account and location dimension for a line item, but you cannot change the amount or add and remove line items.

Subscription Accounts Receivable
Regional availability

All regions
User type Business
Permissions Invoices: List, View, Edit, Reclass
  1. Go to Accounts Receivable > All > Invoices.
  2. Find the invoice that you want to reclassify.

    The invoice state must be Selected, Partially paid, or Paid.

  3. Select More actions > Edit at the end of the row.
  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.

  5. Make your changes.
    • Account number
    • Line item dimensions, such as Location or Department
    • Term, due date
    • Reference number, Description, Attachments, and Memo fields
    • Custom fields
  6. Select Post.
  1. Go to Accounts Receivable > All > Invoices.
  2. Find the invoice that you want to reclassify.

    The invoice state must be Selected, Partially paid, or Paid.

  3. Select Edit next to the bill.
  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.

  5. Make your changes.
    • Account number
    • Line item dimensions, such as Location or Department
    • Term, due date
    • Reference number, Description, Attachments, and Memo fields
    • Custom fields
  6. Select Post.