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Editing Itemized Billing Invoices

Itemized Billing invoices may be edited as long as they have not been updated to the general ledger, paid or printed. 
Note: You can edit the expense general ledger number of an itemized billing 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 itemized billing invoice, you need to do the following steps:
1. From the Itemized Billing Module, choose the Data Entry "Ribbon" and the Add/Edit Itemized Billing 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.
5. If a default sales person was not selected, a message will appear to verify that you do not want to choose a default sales person.   
6. Press [Yes] to return to the Customer Invoice Setup form to select a default sales person -or- Press [No] to continue without selecting a default sales person.
7. After the [Edit] button is pressed, the Customer Invoice form will be displayed in EDIT mode.
8. Select the customer and invoice you want to edit. The information for the selected invoice number will be displayed on the screen. 
9. 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.

10. When all the appropriate changes have been made, press [Save] to save the changes.
11. 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.