How to edit a bill

This article explains how to edit a bill that you've created in FreeAgent.

If your supplier has sent you a credit note, you can create a bill credit note for the incorrect bill and then create a new bill with the correct details. Then match the bill credit note against the original bill.

If you'd rather not raise a bill credit note as described above, you can follow the steps below to edit the bill.

For information on how to delete a bill, please see this article.

1. Find the relevant bill

Select 'Bills' from the menu at the top of the screen.

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To filter bills by status, select the relevant option from the first drop-down menu. You can choose to view all bills, bills that are open, overdue, open or overdue, paid or recurring.

Overdue bills are those that have passed their due date for payment and haven't yet been recorded as paid in FreeAgent. Recurring bills are those that you've created in FreeAgent to recur at a regular interval.

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To filter bills by date, select the relevant option from the right-hand drop-down menu.

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On the list, you can see when the bills are dated, when they’re due to be paid, the name of the contact the bill was created for, the reference and value of the bill.

Select the reference number of the bill you'd like to edit.

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If the bill has been marked as paid, you'll need to remove the payment before you can edit it. If the bill is currently open or overdue, you can skip this step and edit the bill.

2. Remove the payment

Before you can edit a bill that has been marked as paid, you’ll need to remove the payment from the bill.

To do this, select the blue ‘Payment’ link at the bottom of the bill below the bill total.

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If the bill was marked as paid by explaining the bank transaction in the ‘Banking’ area, select ‘Remove this Explanation’ in the top-right to remove the payment from the bill.

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If the bill was marked as paid manually, or the bank transaction was entered manually, select ‘Delete this Entry’ in the top-right instead.

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Select ‘Yes, delete this transaction’ in the pop-up window to complete the process.

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3. Edit the bill

Once the payment has been removed from the bill, select ‘Edit’ in the top-right.

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Make the required changes and select ‘Save Changes’ at the bottom of the screen to complete the process.

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A record of the bill being updated will appear in your Audit Trail report.

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4. Mark the bill as paid

Finally, after making the relevant changes, you’ll need to mark the bill as paid again. You can either re-explain the bank transaction relating to the payment for the bill, enter the bank transaction manually or add a payment to the bill manually. For more details, please see this article.

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