Why can’t I edit this issued invoice?

You try to change, delete, or cancel an invoice that’s already issued, and VegaERP refuses.

What the screen says

Items or fields that set the tax point

Postavk tega računa ni več mogoče urejati. Za spremembe izdajte dobropis (stornacijo) in ponovno izstavite račun. (“The items on this invoice can no longer be edited. Issue a credit note (storno) and re-invoice to make changes.”)

Ta račun je že izdan. Datum izdaje, datum opravljene storitve, kupec in skladišče so zaklenjeni, ker določajo davčni dogodek in obdobje DDV knjiženega dokumenta. Za popravek izdajte dobropis (stornacijo) in ponovno izstavite račun. (“This invoice is already issued. Its issue date, service date, customer and warehouse are locked because they set the tax point and VAT period of a booked document. Issue a credit note (storno) and re-invoice to correct them.”)

Payment method

Ta račun je že izdan. Način plačila je zaklenjen, ker določa davčno potrjevanje računov (FURS), ki je bilo ob izdaji že izvedeno ali zakonito opuščeno. Namesto tega evidentirajte plačilo, ki ga je kupec dejansko opravil; način plačila sodi na plačilo. (“This invoice is already issued. Its payment method is locked because it decides FURS fiscal verification, which was already performed or lawfully skipped at issuance. Record the payment the customer actually made instead; the payment method belongs on the payment.”)

Trying to change status outside the dedicated action

Tega računa ni mogoče izdati na ta način. Uporabite namensko dejanje “Pošlji”. (“This invoice cannot be issued this way. Use the dedicated ‘Send’ action.”)

Tega računa ni mogoče označiti kot plačanega na ta način. Uporabite namensko dejanje “Evidentiraj plačilo”. (“This invoice cannot be marked as paid this way. Use the dedicated ‘Record payment’ action.”)

Ta sprememba stanja tukaj ni dovoljena. Uporabite namensko dejanje za pošiljanje ali plačilo. (“This status change is not allowed here. Use the dedicated send or payment action.”)

Cancelling or deleting an already settled or issued invoice

Ta račun ima evidentirana plačila ali odpise in ga ni mogoče preklicati. Najprej jih razveljavite ali izdajte dobropis (stornacijo). (“This invoice has recorded payments or write-offs and cannot be cancelled. Reverse them first, or issue a credit note, storno.”)

Ta račun je že izdan in vknjižen v vaše poslovne knjige, zato ga ni mogoče izbrisati. Namesto tega izdajte dobropis (stornacijo). (“This invoice is already issued and posted to your books, so it cannot be deleted. Issue a credit note, storno, to reverse it instead.”)

Why this happens

When you issue an invoice, VegaERP records revenue and the calculated VAT to the general ledger at that moment, and for cash sales it may also fiscalize the transaction with FURS. That record has to stay reliable: if the customer, date, items, or amount on an already issued invoice could later change silently, the books and the VAT records would drift from what was actually declared. So an issued invoice is locked from this screen, and a credit note is the document that records a correction properly.

What to do

For every case above except the payment method (see below), the fix is the same: issue a dobropis (“credit note”).

1. Go to Računovodstvo → Fakturiranje → Računi (“Accounting → Invoicing → Invoices”) and open the issued invoice that needs correcting.
2. In Potek računa (“Invoice flow”), click Ustvari dobropis (“Create credit note”).
3. Once the credit note draft is correct, click Izdaj dobropis (“Issue credit note”).
4. Issue a new, correct invoice if one is needed.

The full walkthrough, including a partial credit note and cash invoices fiscalized with FURS, is in Correcting an already issued invoice.

Payment method is the one exception: don’t fix this with a credit note, since nothing is wrong with the invoice, only with how the customer paid. Instead of editing the invoice, record the payment the customer actually made, on the Plačila (“Payments”) tab.

The message names an action that isn’t called what it says

The messages “Use the dedicated action ‘Pošlji’” and “Use the dedicated action ‘Evidentiraj plačilo’” name actions that aren’t spelled exactly that way on screen. The real buttons are:

• to issue an invoice: Izdaj račun (“Issue invoice”), or on a predračun, Označi kot poslano (“Mark as sent”);
• to record a payment: Zabeleži plačilo (“Record payment”).

Don’t look for a button with the exact wording the message uses; use one of the above.

Cancelling an invoice with no payments

If the cancel message is the one naming payments or write-offs, you have to reverse those first (on the Plačila (“Payments”) tab, delete the payment or write-off), and only then can the invoice be cancelled with Prekliči (“Cancel”). If the invoice was already cancelled, deleted, or paid meanwhile in another window or by someone else, reload the page before continuing.

If you can’t fix this yourself

Issuing a credit note and recording a payment can be done by anyone with access to the Invoicing module. If the invoice was fiscalized with FURS as a cash receipt, see Why can’t I change this fiscalized receipt?, since those invoices carry an additional restriction.