Modify Invoice Details When Receiving Money

Task/Problem Overview

This knowledgebase article will cover when you may need to modify a customer's invoices at the last minute when receiving money.

Open Invoices

To view a customer’s open invoices and to receive money go to Accounting > Accounting Manager > Receive Money and search for your customer.

In the event, you need to modify freight, add miscellaneous charges, service charges, or tax, you will need to check the ‘Show Invoice Detail Columns’ box. Once selected additional columns will appear on the screen.

If you need to remove the tax from the invoice, place a checkmark in the Forgive column. This will remove the tax amount specified from the original balance and balance columns. You cannot specify how much tax to remove from the order.

To manually adjust freight charges, miscellaneous charges, or service charges to a different amount, hit the ellipsis button to the right of the corresponding column. This will bring up a window that will allow you to type in the new value.

When you hit the Apply button, the amount you keyed in will be updated in the corresponding column. The balance will be adjusted appropriately. Once you are done making adjustments to the invoice details, you can go ahead and receive money on them as normal with the new invoice totals.