Edit Receipt

Update an existing payment receipt that is in Draft status. The edit form uses the same structure as the create form. Once a receipt is posted, it can no longer be edited.

Accessing the Page

From the Receipt Detail page, click Edit, or navigate directly to /finance/banking/receipts/:id/edit.

The Edit button is only visible when the receipt is in Draft status.

Form Overview

The edit form uses the same structure as Create Receipt. The following changes apply in edit mode:

• The document number is displayed read-only in the header
• The current status badge is shown
• Existing payment lines are pre-loaded and can be modified
• Existing allocations are pre-loaded and can be adjusted
• Version tracking prevents conflicting concurrent edits

Read-Only Fields in Edit Mode

Field	Note
Document Number	Assigned at creation; cannot be changed
Status	Changes only through workflow actions

All other fields including payment lines, allocations, customer, date, and currency are editable while the receipt remains in Draft.

Validation Rules

The edit form applies the same validation rules as the create form. See Create Receipt — Validation Rules for the full list.

Post-save behavior

After a successful update you are redirected to the Receipt Detail page.

Common tasks

1. Open the receipt detail page and click Edit.
2. Adjust payment lines or allocation amounts.
3. Click Update Receipt — the system saves the changes and returns to the detail page.

Permissions & system behavior

• Editing receipts requires the canEditReceipt permission.
• Only Draft receipts can be edited.

Related Pages

• Receipt Detail — View and manage the receipt
• Payment Receipts — List all receipts
• Create Receipt — Create a new receipt