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Revenue rows are not freely mutable. Editing and deleting are offered only where it is safe to change recognition, and are performed through the row’s state-machine actions (the same 3-dots action menu used for invoice line items).

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When it’s allowed

A revenue row can be edited or deleted only when both hold:
  • its parent invoice is in the draft state, and
  • its type is not unbilled (i.e. billed or deferred_without_date).
Once an invoice is raised, its revenue is locked. unbilled revenue is managed through the mark unbilled / billed flow rather than edited directly.
Admin-only. Editing and deleting revenue require admin access (RevenueService:updateRevenue / deleteRevenue, granted to AdminAccess). A system user can create and read revenue but cannot edit or delete it.

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In the app

Open the Recognition list (or an invoice’s Revenue tab), use the 3-dots menu on an eligible row, and choose Edit (adjust value / dates) or Delete. Rows that aren’t eligible don’t show these actions.

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Via the API

Editing/deleting is done through the object state-machine endpoints on the revenue type. See the dedicated reference: Edit or delete revenue.