Fixing an SO After Invoice
Sarah Leavitt
|
9 steps
|
2 minutes
American-Stone
1
Find the sales order that is needing to be fixed.
2
Click "Invoices"
3
Click "Reset to Draft"
4
Click "Ok"
5
Click "Edit"
6
Fix whatever is needing to be changed on the invoice. For example: amount of product that was taken, invoice date, salesperson, etc.
7
Click "Save"
8
Click "Transfer & Pay"
9
Then make sure to reconcile the payment since it has already been paid for & the monies match up.