Once an invoice has been generated there are times that you need to re-generate the invoice to update new information such as:
New discounts applied
Applying/Removing GST
Applying/Removing Freight
Adjusting Invoice Date (future or past)
Amending units
Re-generating invoices to adjust the discount
Open the sales order and make sure you apply the discount in the below box.
- Make sure you click in 0.00% section and put your cursor in that box.
- If the discount is 50% please type 50 in the box
- Hit ENTER on your keyboard once
- The final result is that it should look like below. If you need to amend again, keep clicking the 50% and repeat process.
Make sure you hit SAVE and then GENERATE SO
The below box will appear. It’s a good time to put in a comment about the reason for the change click INCREASE VERSION or click LEAVE IT AS IT IS.
Click the INVOICE TAB > Click the INVOICE NUMBER. If there are many, then select the relevant one.
When you get there click SAVE and then click RE-GENERATE INVOICE.
Give it a second to think and the invoice should update it.
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Applying/Removing GST
Open the relevant sales order and click OTHERS at the top of the screen.
If you need to remove tax remove it, if you need to add 10, please put 10 in that box.
2. Click SAVE and then GENERATE SO.
Put a comment in and click INCREASE VERSION or LEAVE AS IT IS.
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Applying/Removing Freight
Open the sales order and then click the INVOICE TAB and click the INVOICE NUMBER
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2. Click ADD EXTRA at the bottom of the screen
Type in FREIGHT or SHIPPING etc
Put in the PRICE
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Adjusting Invoice Date (future or past)
Open the sales order and then click the INVOICE TAB and click the INVOICE NUMBER
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2. Click on the invoice date and change the date to what you want it to be such as Sep 28th
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4. Click SAVE and then click RE-GENERATE INVOICE once done.
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Done!
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Amending Units
Open the sales order and then click the INVOICE TAB and click the INVOICE NUMBER
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2. Change the units on the text boxes below - either adding or deducting as required.
Please be careful when making these changes to check your stock on hand availablity for this.
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