Read here which invoice details you can and cannot edit after they have been imported.
The moment an invoice arrives at Payt as an outstanding item, the invoice details are included. Certain data cannot be modified after that.
Which invoice data can I still change after the first import?
- Outstanding amount - if the outstanding amount changes in the accounting package, Payt takes this into account in the next import.
- Address details - if the customer's address details are changed in the accounting package, Payt takes this into account in the next import.
- Email addresses and phone numbers - these details of the customer can be changed in the accounting package, after which Payt will include them in the next import.
Which invoice data cannot be changed after the first import?
- Invoice amount - the invoice amount does not change after the first import.
- Invoice number - the invoice number does not change after the first import.
- Invoice date - the invoice date does not change after the first import.
- Due date - this is used on the first import to schedule the reminder flow and cannot be change.
- Customer - if an invoice is under a particular customer when it is first loaded, it will always remain under this customer in Payt. An invoice cannot be moved from one customer to another.