Edit the tax total for a prime contract invoice

  • The prime invoice must not be locked. If a prime invoice is locked, administrators can clear the Locked checkbox in the Approval and Lock Status section to unlock it. A prime invoice can be unlocked even if it has been exported to an accounting system through AccountingLink.

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Prime Invoices in the Client Contract Admin section.
  3. Select the appropriate prime invoice number from the list.
  4. In the Financial and Retainage Summary section, select the tax amount in the Current Prime Invoice row.
  5. In the dialog, adjust the totals as needed and select Save.

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Posted May 13, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.