Editing Editing a Combined Invoice
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− | ''' | + | '''***'''SME Invoices need to be edited in SME. QuickBooks invoices need to be edited in QuickBooks.'''***''' |
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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. | ||
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<br>5) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB. | <br>5) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB. | ||
+ | == Decrease item quantity on a combined invoice == | ||
+ | If you have an invoiced order and you need to reduce the quantity of one of the items, you can do the following: | ||
+ | <br>1) Go to the order and click the Order Items tab. | ||
+ | <br>2) Open the item and change the quantity down to where you need it. | ||
+ | <br>3) Click '''OK''' on the item. | ||
+ | <br>4) You will want to refresh the taxes. Click the '''Taxes''' tab, unlock taxes and click '''Refresh'''. | ||
+ | <br>5) Go to the associated invoice (jump to it by going to the '''Totals''' tab and click''' Jump to Invoice''' on right) | ||
+ | <br>6) 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) | ||
+ | <br>7) On the next sync, the original invoice will be deleted from QB and the updated one added to QB. | ||
== 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> | + | <br>2) Go to the invoice in SME and take note of the service order that is on the invoice |
− | <br> | + | <br>3) Click '''Delete/Void''' button at the top of the invoice. In the “Are you sure you want to void this invoice” window, click Yes. |
− | <br> | + | <br>[[File:DeleteVoidInvoice.png]] |
+ | <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 invoice was rolled back. | ||
+ | <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 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. |
− | + | <br>[[File:ResetNextInvoiceNumber.png]] | |
− | <br> | + | <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>7) |