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Edit a debit note

Goal

Correct a debit note while it is still editable.

Who it is for

AP clerk (purchasing.manage).

Preconditions

  • Draft (and sometimes pending-approval) debit notes are editable.
  • Posted debit notes are immutable for day-to-day edits — allocate, settle, or void instead of rewriting lines.

Steps

  1. Open the debit note from Debit notes.
  2. If status is draft, choose Edit, fix reason/lines/header, and save.
  3. If posted, use allocate / settle / void flows on the lifecycle guide — do not expect free line edits.

Result

Draft changes are saved, or you continue on the posted correction path.

BlueMatrix Help — product documentation for tenants