How to edit or re-generate an invoice

Once an invoice has been generated there are times that you need to re-generate the invoice to update new information such as:

1. New discounts applied

2. Applying/Removing GST

3. Applying/Removing Freight

4. Adjusting Invoice Date (future or past)

5. Amending units

Re-generating invoices to adjust the discount

1. 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.
   
   

   Open

   

    

2. 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.
   
   
   

   Open

   

    

3. Click the INVOICE TAB > Click the INVOICE NUMBER. If there are many, then select the relevant one.

    

4. When you get there click SAVE and then click RE-GENERATE INVOICE.
   
   

Give it a second to think and the invoice should update it.

Applying/Removing GST

1. 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.

3. Go into the INVOICE TAB and click on your INVOICE NUMBER

4. Click SAVE and then click RE-GENERATE INVOICE

Give it a second to think and the invoice should update it.

Applying/Removing Freight

1. Open the sales order and then click the INVOICE TAB and click the INVOICE NUMBER

2. Click ADD EXTRA at the bottom of the screen
Type in FREIGHT or SHIPPING etc
Put in the PRICE

3. Click SAVE and then click RE-GENERATE INVOICE

Done!

Adjusting Invoice Date (future or past)

1. Open the sales order and then click the INVOICE TAB and click the INVOICE NUMBER

2. Click on the invoice date and change the date to what you want it to be such as Sep 28th

3. Make sure you click OFF the screen so it looks like this

4. Click SAVE and then click RE-GENERATE INVOICE once done.

Done!

Amending Units

1. Open the sales order and then click the INVOICE TAB and click the INVOICE NUMBER

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.

3. Click SAVE and then click RE-GENERATE INVOICE once done.

Done!