When an invoice is NOT part of a closed week, you simply need to void the invoice, make any needed changes to the order, then re-create the invoice. The invoice is part of a closed week if the invoice has a posting number assigned to it. If you are unsure if your invoice has a posting number, refer to the article How To: Check if an Invoice has a posting number. Please note: After voiding the original invoice, a new invoice and invoice number will be generated and the original invoice number will be lost.
Instructions
After verifying that the invoice is NOT part of a closed week, we’ll be able to void the invoice then make the correction.
Navigate to the Invoicing module
Select Step 2 – Print Invoices
Set the Office from the drop down menu
This will show you any invoices that have been created, but have not been included in closing a week.
3. Select the invoice to void
4. Right Click on the invoice
5. Click Void
6. Select the option that suits your needs best
7. Click Yes on the pop up box
At this point the billable items of the order are able to be modified, and the invoice number is cleared from the invoice column.
Things to remember:
• This will ungroup the invoiced items and will allow you to modify the billable items within the order(s).
• The invoice number that’s assigned is voided, and if re-created, a new invoice number is generated.
• This doesn’t remove or modify the order or entries in any way.
• The invoice can be re-created on the Step 1 – Create Invoices tab at any time.
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