How Invoice Editability and Status Transitions Work

Source: workshop-client, autosoft-workshop

• Invoices editable ONLY when status is 'O' (Open)
• Status transitions: Open → Closed → Processed (one-way)
• Credit invoices only actionable if Processed
• Quotes only actionable if customer exists
• Orders only actionable if items are from suppliers
• Post date auto-updates to today on processing (unless company setting overrides)

Support scenarios

• "Can't edit invoice" → status is Closed or Processed
• "Post date changed" → auto-updated on processing, company setting controls this
• "Can't process credit" → original invoice must be Processed first