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Customer experience | Sales, Customer Insights,...
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Changing Paid Invoice Status

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Posted on by 75

Hi all,

I am wondering if there is a way to change a Paid Invoice to be active again, and have a different status.  We have found around 100 invoices that were marked as paid and they shouldn't have been.

As an admin, do I have a way to change the invoice back to 'draft' or what ever status reason is relevant?

I did see the thread from 2018 in the link below, but I'm hoping there have been some developments since 2018.

Changing Invoice Status back to draft

Thanks in advance!

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  • Suggested answer
    Pradeep_Gowda Profile Picture
    on at
    RE: Changing Paid Invoice Status

    Hello Partner ,

    Ideally there is no out of box way of doing it , However if you wish you can try exploring the webapi or plugin side. I have not tried web Api but from console application if you have Guids of the impacted records you consider doing it . However be aware there might be lot of discrepencies as showed in the Earlier blog which you have posted .

    Code that i am using :

    //Retrive Invoice and update :
    Guid Id = new Guid("3CF19224-03CB-EA11-A812-000D3A3E14AF"); // This is the Guid of the Record that I am using to check 
    Entity invoice = service.Retrieve("invoice", Id, new ColumnSet(true));
    invoice["statecode"] = new OptionSetValue(0); //Status
    invoice["statuscode"] = new OptionSetValue(4); //Status reason
    service.Update(invoice);

    Before executing the Code through Console: 

    pastedimage1595305374064v1.png

    After Executing the Code through Console:

    pastedimage1595305452005v3.png

    Warning Please simulate this in test instance first and take a call.

    Regards,

    Pradeep Gowda

  • Tarjani_ec Profile Picture
    75 on at
    RE: Changing Paid Invoice Status

    Hi Pradeep,

    I have found that it can be done with an out of the box method - using export to excel online.  If I do this import, and make sure that both the status and status reason are updated, then the record updates as required.

    My only concern is whether anything is being done in the back end that shouldn't be.  I'm pretty sure when I did the updated the import message said 'your records have been created' - when I'm only trying to update records, not create records. 

    Would love for anyone to advise if they have had experience in this area, I can't imagine I'm the only one.


    excel-online-_2D00_-invoice-status.jpg

  • Verified answer
    Pawar Pravin  Profile Picture
    5,237 on at
    RE: Changing Paid Invoice Status

    Just for your info:

    If you have updated using excel online tool there wont be any change in back end apart from status change.

    pravinpawarweb.wordpress.com/.../

  • Tarjani_ec Profile Picture
    75 on at
    RE: Changing Paid Invoice Status

    Thanks Pravin - appreciate the confirmation

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