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.
Instructions
You can see if certain items on an order have been invoiced or not by viewing Step 2 in the Invoice module, or checking the order directly and viewing the Invoice Column. In the example below, one entry hasn’t been invoiced and the others have.
If you try to change something billing related on an entry that’s already been invoiced, you’ll receive an error that there’s an invoice for the record. 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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