Editing Editing a Combined Invoice
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− | + | If you need to edit a combined invoice, you will need to go to the order that is on that invoice and edit the order which will then update the invoice for that order. There are three main scenarios on 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, you can do the following: | |
− | + | <br>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) | |
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− | == Adding additional items to the | ||
− | If you have an invoiced order and you need to add additional items to the order | ||
− | <br>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) | ||
<br>[[File:FullyInvoicedOrder.png]] | <br>[[File:FullyInvoicedOrder.png]] | ||
<br>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) | <br>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) | ||
+ | <br>[[File:PartiallyInvoicedOrder.png]] | ||
<br>'''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. | <br>'''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. | ||
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<br>3) click the '''Invoice''' button and the following happens: | <br>3) click the '''Invoice''' button and the following happens: | ||
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<br>4) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB. | <br>4) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB. | ||
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