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 Post subject: Edit invoices that are finalized
PostPosted: Sat Jun 01, 2013 5:38 pm 
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Joined: Sat Jun 01, 2013 5:31 pm
Posts: 1
Read threw the forms . I'm having sample problem as another user. Do not have a edit pencil on finalized invoice. I have used edit on other finalized invoices in past. I do not have that option any more. Please help Mporter


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 Post subject: Re: Edit invoices that are finalized
PostPosted: Sun Jun 02, 2013 4:09 pm 
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Joined: Wed Sep 28, 2011 11:00 am
Posts: 353
Hello,

You can edit a finalized invoice as long as no payments have been applied to it. If the pencil symbol isn't shown, it means the invoice is paid or partially paid.

If you need to edit an invoice in this situation, you should go to Payments and delete the payment that is being used on that invoice. Before deleting the payment, be sure to make a note of the payment date, amount, type and other information.

Once the payment is deleted, you can return to the invoice and edit it as needed, then re-finalize it when you're finished. Then you can re-enter the payment that you deleted earlier.

Please let me know if you have any additional questions.

Thanks!

_________________
Julie Schwalm
iForgeAhead


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