Editing Editing a Combined Invoice
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
− | ''' | + | '''***'''SME Invoices need to be edited in SME. QuickBooks invoices need to be edited in QuickBooks.'''***''' |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | ''' | ||
− | |||
− | |||
− | |||
− | |||
If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice, edit the order and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below. | If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice, edit the order and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below. | ||
Line 66: | Line 40: | ||
== Delete an item off a combined invoice == | == Delete an item off a combined invoice == | ||
− | If you have an invoiced order and you need to delete an item that has been fully invoiced off the order and the invoice, you can do the following | + | If you have an invoiced order and you need to delete an item that has been fully invoiced off the order and the invoice, you can do the following. |
− | + | <br>1) Go to the invoice in QuickBooks and '''delete''' the invoice if it was already synced to QB (if it hasn't synced yet, skip this step) | |
− | <br>1) Go to the invoice and | + | <br>2) Go to the invoice in SME and click the '''Service Orders''' tab |
− | <br>2) Go to the Service | + | <br>3) Select the order you need to delete an item from and click '''Remove Service from Invoice'''. |
− | <br> | + | <br>4) Go to the service order you need to edit. You will notice the status on the order changed from '''Invoiced''' to '''Closed''' when the service was removed. |
+ | <br>5) The Inv State on the items on the order are back to '''Not Invoiced''' and you can now delete the item. | ||
<br>[[File:RolledBackOrder_NotInvoiced.png]] | <br>[[File:RolledBackOrder_NotInvoiced.png]] | ||
− | <br> | + | <br>6) Once the order is ready to re-invoice you can click the '''Invoice''' button. Please note that the order will reattach to the original invoice. |
− | + | <br>7) Once invoiced, the order will change from closed to invoiced and the invoice is generated and set to sync to QB on the next sync. | |
− | <br> | ||
− |