Overview

 

Changing an invoice is essentially the same as creating one, so here we'll focus on how to manage the contents. For instance, how do you remove an order so you can use it in another invoice? Or change the job specs once an order has been delivered? And should you even do that? (Not normally, but I'll get to that.)

When you click OK to save an invoice, every order you checked in the Jobs tab is locked and marked "Delivered." Automatically. No need to manually update the status - the Order Tracker does it for you. Locked means you can't use the same order in another invoice. Delivered means you can no longer edit it. But what if you checked the wrong order by mistake and saved the invoice and now need to fix that? Here is how.
 

Examples - Step by Step

 

How to remove an order

 

1.Go to Invoice > Create/Edit Invoice, highlight the invoice you want to edit, then click the Change button.

2.Click the Jobs tab and uncheck the order you want to remove (1014-00005 Postcards in the example above).

3.Click OK to save the updated invoice. The deleted order is now unlocked, ready for use in another invoice.

 

 

How to cancel an entire Invoice

 

In the Invoice Manager, first highlight the invoice, then click the Trash can. The invoice will still be visible but is now marked "Void." All orders in a voided invoice are unlocked and can be re-invoiced.

This action is not reversible! Voiding an invoice is like voiding a check. It can't be undone.

 

 

How to edit an Order that has already been invoiced

 

1.First remove the order from the invoice to unlock it, then go to the Order Tracker and reset the status to anything other than "Delivered." The quickest way to do that is to click the "Delivered/Undelivered" toggle (the second button from the left).

2.On the Main Menu, go to Enter Order > Edit Order and make the changes.

3.Finally, go back to Invoice > Create/Edit Invoice and reattach the order to the invoice.

Here is the key fact to remember: When you unlock an order, its "Delivered" status doesn't on its own revert back to "Ready for Shipment," to where you can edit it. That's intentional, as a precaution. It's one thing to juggle orders between invoices. It's another to change an order when the goods are already on their way to the customer. Make sure you're not billing for something the customer isn't getting.