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Users within a specific role have the ability to amend invoice/credits within the system.

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This would only be carried out if the invoice has not been officially submitted to the client. If it has been issued, the user will need to raise a full credit and re-invoice the client with the updated information.

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Locate the Invoice

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  1. Select the Finance category and then Invoice:
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\"Invoice

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  1. Enter the Document Number into the Doc Number field as shown and either hit Enter on your keyboard or select Search to return the results in grid view:
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\"Invoice

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  1. Open the record by double clicking on the grey area to the left of the Doc Number column:
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\"Doc

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Note: You can also locate the Invoice by locating the Job within Job Details and selecting the Invoice tab:

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\"Invoice\"

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Amend the Invoice/Credit

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  1. From the Invoice record you have opened, select the Invoice Detail tab:
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\"Invoice

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  1. Open the relevant record by double clicking on the grey area to the left of the Net Total BC column:
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\"Net

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\"Invoice

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  1. Amend the relevant fields, fields highlighted in red can be altered within this record:
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\"Invoice

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  1. Select Close from to return to the Invoice, select Print>Invoice/Credit.
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\"Invoice\"

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The Invoice has been now been amended and the same steps apply to a Credit type Invoice.

","frontmatter":{"title":"How to Amend an Invoice/Credit","tags":["finance","invoice","credit","amend","edit","change","alter"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug705"}}}