Moha: Created page with "

Change the billing company on an invoice

# Go to the Invoice. # Click '''Actions''' >''' Roll back Invoice'''. # Go to the order the invoice was gener..."

2011-06-10T13:11:29Z

Created page with "<h3>Change the billing company on an invoice</h3> # Go to the Invoice. # Click '''Actions''' >''' Roll back Invoice'''. # Go to the order the invoice was gener..."

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<h3>Change the billing company on an invoice</h3>

# Go to the Invoice.
# Click '''Actions''' >''' Roll back Invoice'''.
# Go to the order the invoice was generated from.
# On the Details and Settings tab, select the '''Billing''' tab.
# Click '''Change Billing Company'''.
# In the Searching for Billing Company window, double click on the new billing company.
# Click '''Save'''.
# Click '''Actions''' > '''Generate Invoice''' to regenerate the invoice with the correct billing company.

<h3>Change the company billing address on an invoice</h3>

To change the billing address on an invoice, you will need to roll back the invoice, change the billing address in the customer record, and then re-invoice the order.
# Go to the Invoice.
# Click '''Actions''' > '''Roll back Invoice'''.
# Go to the Customer and edit the billing address.
# Go to the order the invoice was generated from. Click '''Actions''' > '''Generate Invoice'''.

<h3>If you need to keep the original invoice number:</h3>

Take a screenshot of the invoice Details and Settings tab so you can reference the invoice number, invoice date, terms etc.
# In the invoice, Click Actions > Roll back Invoice.
# Go to the Customer and edit the billing address.
# Click Actions >New Combined Invoice.
# On the Invoice, Details and Settings tab locate the Invoice # field. Click [[File:browse.jpg]] to enter the invoice number. (If you don’t see this icon, you need to add the permission to initialize numbers to your user group settings)

[[File:InvoiceNumberField.jpg]]

<br>5. Select the '''Service Orders''' or '''Install Orders''' tab to add the service or install orders to the invoice.
<br>6. Click '''Save
'''

Change the Invoice Billing Address or Company - Revision history

Moha: Created page with "

Change the billing company on an invoice