Editing Customer Invoices

Contents - Index - Previous - Next

Editing Customer Invoices

You can edit any A/R Invoice that has not been paid, updated to the general ledger and/or printed. An invoice is updated to the general ledger after it has appeared on a general ledger trial balance and the trial balance is updated.
Note: You can edit the sales general ledger number of an A/R invoice that has been printed and/or paid but not updated to the general ledger. To do this run the Edit Sales Journal Module step from the General Ledger Module - Data Entry "Ribbon".
To edit an A/R invoice, you need to do the following steps:
1. From the Accounts Receivable Module, choose the Data Entry "Ribbon" and the Add/Edit Customer Invoices Module step.
2. The Customer Invoice Setup form will be displayed.
3. Select the division, department and product most of the invoices being entered belong to as the default
4. Choose the [Edit] button. The Customer Invoice form will be displayed in EDIT mode.
5. Select the customer and invoice you want to edit. Only customers with editable invoices will be available for selection. The information for the selected invoice number will be displayed on the screen.
6. Then you can either tab (by keyboard) or move the mouse (and single-click) to the field you wish to change. For a description of the fields see the following pages.
7. When all the appropriate changes have been made, press [Save] to save the changes. (The changes are saved but the screen does not clear.)
8. Then you can either begin editing another invoice by selecting the invoice number from the scroll box if it is for the same customer or by choosing another customer -or- Press the [Close Window] button to exit the invoice edit process -or- Press the [List] button to view and/or print a list of the invoices edited in the current batch.