Invoice Correction
| Document Version | v.3 |
|---|---|
| Document Last Updated | 10/11/2023 |
| Software Version Documented | v.9.9.23 |
Invoice Correction
This document will cover how to correct errors made on an invoice in Savance Enterprise. Of
course, anyone can make mistakes; however, this document will show you how Savance
Enterprise's flexible system will allow you to make changes to invoices that have already been
created.
Reverse an Invoice
- To get started, go to Accounting > Accounts Receivable > Invoicing > Open Invoices. This will bring up the following window:
- Click on the Invoice number of the incorrect invoice, which will take you to the Invoicing tab of the shipper. If it has already been invoiced and delivered, you'll see that the verbiage in the upper left hand corner will say “INVOICED”.
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In order to start making changes, you will have to UNINVOICE (as seen below).
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It will then ask you “Are you sure you want to uninvoice the shipper?
- If you go to the Ledger Transactions tab, you can view the reversed invoice transactions for each line item’s amount. Sales Income has been debited and Accounts Receivable has been credited.
Correct the Invoice
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Now let's open the order, which can be done by clicking the Open Order button on the top-right of the shipper.
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Go to the History tab and click the Unlock Order button, which will allow you to edit the Order even though it has been converted.
- Now make any changes that are necessary to the order. For example, you can change the number of items or the prices of a line item. When you are all done, be sure to save the order. Then you can open the shipper back up (from the Status tab). In the Invoicing tab of the shipper, click the INVOICE buttonagain to re-invoice the customer. Once you save this change, the invoice correction will be applied. You can also view the new ledger transactions, which will show the updated pricing.