Editing a Combined Invoice

If you need to edit a combined invoice, 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 three main scenarios for editing combined invoices described below.

Adding additional items to the invoice

If you have an invoiced order and you need to add additional items to the order and the invoice, you can do the following:
1)Go to the invoiced order and click the Order Items tab. You will see the items that have already been fully invoiced (circled in image below)

2) Add the new item to the order. Notice the order status will change from Invoiced to Partially Invoiced and the item you added will have a Inv State of Not Invoiced. (circled in image below)
Note - If you are adding material to the order, you will need to reserve stock for the item to deplete the stock used on the order.

3) click the Invoice button and the following happens:

- The order will change from Partially Invoiced to Invoiced.
- The Inv State of the added item will change to Fully Invoiced.
- The invoice in SME will be updated and set to sync to QB on the next sync (Export to QB checkbox is checked on the SME invoice)

4) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB.

Reduce quantity of an item on the invoice

If you have an invoiced order and you need to reduce the quantity of one of the items, you can do the following:
1) Go to the order and click the Order Items tab.
2) Open the item and change the quantity down to where you need it.
3) Click OK on the item.
4) Go to the associated invoice (jump to it by going to the Totals tab and click Jump to Invoice on right)
5) Notice the invoice total is updated and the invoice is set to sync to QB on the next sync (Export to QB checkbox is checked)
6) On the next sync, the original invoice will be deleted from QB and the updated one added to QB.

Delete an item off an 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.
1) Go to the invoice in QuickBooks and delete the invoice
2) Go to the invoice in SME and take note of the service order that is on the invoice
3) Click Actions > Rollback invoice to rollback the invoice. In the “Are you sure you want to delete this invoice” window, click Yes.

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 invoice was rolled back.
5) The Inv State on the items on the order are back to Not Invoiced and you can now delete the item.

6) Once the order is ready to re-invoice you can click the Invoice button. Please note that the invoice that is generated will use the same invoice number as before. If you want to reset the invoice number, before you invoice the order, go to the totals tab and click reset next to invoice number.

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.