REQUIREMENT
How can I edit an invoice with a “Paid in Full” status (currently non-editable) to change the account on the invoice record? The invoice has two attached payments (both with a “Deposited” status and editable) and one attached credit memo (with an “Open” status and non-editable). Even if I remove the payment vouchers, the invoice remains non-editable.
SOLUTION
If the accounting period is not locked, one possible reason might be a workflow or script set to lock the record. You can check this by navigating to Customization > Scripting > Scripted Records. Select the invoice record to view all scripts and workflows associated with it.
If you’re not using an Administrator role, you may not have the necessary permissions to edit the invoice record due to your role’s permission level.