---
title: How to edit a Receivable
description: ability to update/edit a posted receivable
---

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2. [Pool School - Financials](https://help.poologics.com/knowledge/pool-school-financials?hsLang=en)
3. [Receivables](https://help.poologics.com/knowledge/pool-school-financials?hsLang=en#receivables)

# How to edit a Receivable

## After you Confirm/Post a receivable you must Reset to Draft to make an update

1\. Navigate to Projects and select a job

![Screenshot 2026-05-15 at 14.52.31](https://help.poologics.com/hs-fs/hubfs/Screenshot%202026-05-15%20at%2014.52.31.png?width=670&height=370&name=Screenshot%202026-05-15%20at%2014.52.31.png)

2\. Scroll down and click on Receivables

![Screenshot 2026-05-15 at 14.54.56](https://help.poologics.com/hs-fs/hubfs/Screenshot%202026-05-15%20at%2014.54.56.png?width=670&height=367&name=Screenshot%202026-05-15%20at%2014.54.56.png)

4\. Open a posted receivable

![Screenshot 2026-05-15 at 14.56.20](https://help.poologics.com/hs-fs/hubfs/Screenshot%202026-05-15%20at%2014.56.20.png?width=670&height=366&name=Screenshot%202026-05-15%20at%2014.56.20.png)

5\. Click on Reset to Draft

![Screenshot 2026-05-15 at 14.57.47](https://help.poologics.com/hs-fs/hubfs/Screenshot%202026-05-15%20at%2014.57.47.png?width=670&height=368&name=Screenshot%202026-05-15%20at%2014.57.47.png)

6\. Click on Edit

![Screenshot 2026-05-15 at 14.58.57](https://help.poologics.com/hs-fs/hubfs/Screenshot%202026-05-15%20at%2014.58.57.png?width=670&height=367&name=Screenshot%202026-05-15%20at%2014.58.57.png)

\*\*\*Note:  If you need to update the invoice for a receivable with a due at a phase you must go to the Job Board and update the Actual Start Date/Actual End Date\*\*\*

7\. Click on in the tables in the Invoice lines to make update to Product/Label/Quantity/Price Per Unit/Taxes. Click outside of the table line to save

8\. Click on Add Line to add additional Invoice Lines and click outside of table line to save

9\. Click on Save

![Screenshot 2026-05-15 at 15.06.50](https://help.poologics.com/hs-fs/hubfs/Screenshot%202026-05-15%20at%2015.06.50.png?width=670&height=364&name=Screenshot%202026-05-15%20at%2015.06.50.png)

 

 

 

 

 

 

 

 

 

 

 

 

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