Editing a Combined Invoice - Revision history

DavidH at 21:35, 15 April 2016

2016-04-15T21:35:31Z

Amy: /* Delete an item off a combined invoice */

2014-07-29T23:32:58Z

Delete an item off a combined invoice

Amy: /* Delete an item off a combined invoice */

2014-07-29T23:32:29Z

Delete an item off a combined invoice

Amy at 15:30, 6 June 2014

2014-06-06T15:30:25Z

Amy: /* Delete an item off a combined invoice */

2014-04-14T22:43:14Z

Delete an item off a combined invoice

Amy: /* Delete an item off a combined invoice */

2014-04-14T22:22:41Z

Delete an item off a combined invoice

Amy at 23:00, 19 June 2013

2013-06-19T23:00:26Z

Amy at 22:59, 19 June 2013

2013-06-19T22:59:44Z

Amy at 22:59, 19 June 2013

2013-06-19T22:59:27Z

Amy: /* Adding additional items to the combined invoice */

2013-03-04T17:56:24Z

Adding additional items to the combined invoice

← Older revision		Revision as of 21:35, 15 April 2016
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−	'''*'''SME Invoices need to be edited in SME. QuickBooks invoices need to be edited in QuickBooks.'''*'''	+	'''NOTE: SME Invoices need to be edited in SME. QuickBooks invoices need to be edited in QuickBooks.'''
		+
		+	When an order has been invoiced in SME there are certain restrictions placed on changes to information which would compromise the integrity of the invoice. This is in place to keep the order and invoice in sync. The following info should help with managing invoice edits:
		+
		+	'''Invoices with Combined Orders:'''
		+
		+	:*Any field that will not affect the ‘Price’ on the order can be modified (As of 8.1.5.86) without performing the actions below
		+
		+	:*If ‘Price’ for any item requires modification do the following:
		+
		+	:*From the Invoice
		+
		+	::#Note the order number
		+	::#Go to the Service/Install tab
		+	::#Remove the order from the invoice (the invoice will remain open)
		+	::#The order will go to a ‘Closed’ status
		+	::#Go to the order and make your edits
		+	::#Go back to the invoice Service/Install tab and reattach the order
		+	::#Recalculate the Invoice if required to reflect the changes
		+	::#Re-export to QB if required
		+
		+
		+	'''Partially Invoiced:'''
		+
		+	*On invoiced items for ‘Partially Invoiced’ orders you can edit all items. This is because once an item has been invoiced it is no longer attached to the order and is carried under the Itemized Invoice. (Make your edits on the Itemized Invoice).
		+
		+	*If the change must be reflected, on both the itemized invoice and the order, and the history must match… rare occurrences, then you have no choice but to roll back the invoice, modify the order, and re-invoice.

	If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice, edit the order and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below.		If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice, edit the order and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below.

@@ Line 47: / Line 47: @@
 <br>[[File:RolledBackOrder_NotInvoiced.png]]
 <br>4) Delete the item or reduce quantities of items on the order
-<br>5) Click Invoice to invoice the order
+<br>5) Click '''Invoice''' to invoice the order
 <br>6) The invoice will be generated and keep the same invoice number
 <br>7) Sync with QuickBooks.

@@ Line 40: / Line 40: @@
 == Delete an item off a combined invoice ==
-If you have an invoiced order and you need to delete an item that has been fully invoiced off the order and the invoice, you can do the following.
+If you have an invoiced order and you need to delete an item that has been fully invoiced off the order and the invoice, you can do the following:
-<br>1) Go to the invoice in QuickBooks and '''delete''' the invoice if it was already synced to QB (if it hasn't synced yet, skip this step)
-<br>2) Go to the invoice in SME and click the '''Service Orders''' tab
+<br>1) Go to the invoice and click '''Delete/Void''' on the invoice.
-<br>3) Select the order you need to delete an item from and click '''Remove Service from Invoice'''.
+<br>2) Go to the Service Order. That status of the order will be back to closed
-<br>4) Go to the service order you need to edit. You will notice the status on the order changed from '''Invoiced''' to '''Closed''' when the service was removed.
+<br>3) The items on the order will be Not Invoiced
 <br>[[File:RolledBackOrder_NotInvoiced.png]]
-<br>6) Once the order is ready to re-invoice you can click the '''Invoice''' button. Please note that the order will reattach to the original invoice.
+<br>4) Delete the item or reduce quantities of items on the order
-<br>7) Once invoiced, the order will change from closed to invoiced and the invoice is generated and set to sync to QB on the next sync.
+<br>5) Click Invoice to invoice the order

← Older revision		Revision as of 15:30, 6 June 2014
Line 38:		Line 38:
	<br>5) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB.		<br>5) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB.

−	~~== Decrease item quantity on a combined invoice ==~~
−	~~If you have an invoiced order and you need to reduce the quantity of one of the items, you can do the following:~~
−	~~<br>1) Go to the order and click the Order Items tab.~~
−	~~<br>2) Open the item and change the quantity down to where you need it.~~
−	~~<br>3) Click '''OK''' on the item.~~
−	~~<br>4) You will want to refresh the taxes. Click the '''Taxes''' tab, unlock taxes and click '''Refresh'''.~~
−	~~<br>5) Go to the associated invoice (jump to it by going to the '''Totals''' tab and click''' Jump to Invoice''' on right)~~
−	~~<br>6) Notice the invoice total is updated and the invoice is set to sync to QB on the next sync ('''Export to QB''' checkbox is checked)~~
−	~~<br>7) On the next sync, the original invoice will be deleted from QB and the updated one added to QB.~~

	== Delete an item off a combined invoice ==		== Delete an item off a combined invoice ==

@@ Line 51: / Line 51: @@
 If you have an invoiced order and you need to delete an item that has been fully invoiced off the order and the invoice, you can do the following.
 <br>1) Go to the invoice in QuickBooks and '''delete''' the invoice if it was already synced to QB (if it hasn't synced yet, skip this step)
-<br>2) Go to the invoice in SME and take note of the service order that is on the invoice
+<br>2) Go to the invoice in SME and click the '''Service Orders''' tab
-<br>3) Click '''Delete/Void''' button at the top of the invoice. In the “Are you sure you want to void this invoice” window, click Yes.
+<br>3) Select the order you need to delete an item from and click '''Remove Service from Invoice'''.
-<br>[[File:DeleteVoidInvoice.png]]
+<br>4) Go to the service order you need to edit. You will notice the status on the order changed from '''Invoiced''' to '''Closed''' when the service was removed.
 <br>5) The Inv State on the items on the order are back to '''Not Invoiced''' and you can now delete the item.
 <br>[[File:RolledBackOrder_NotInvoiced.png]]
-<br>6) Once the order is ready to re-invoice you can click the '''Invoice''' button. Please note that the invoice that is generated will use the same invoice number as before. If you want to reset the invoice number, before you invoice the order, go to the totals tab and click reset next to invoice number.
+<br>6) Once the order is ready to re-invoice you can click the '''Invoice''' button. Please note that the order will reattach to the original invoice.
 <br>7) Once invoiced, the order will change from closed to invoiced and the invoice is generated and set to sync to QB on the next sync.

@@ Line 1: / Line 1: @@
 '''***'''SME Invoices need to be edited in SME. QuickBooks invoices need to be edited in QuickBooks.'''***'''
-If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice,  edit the order, and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below.
+If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice,  edit the order and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below.
 == Adding additional items to the combined invoice ==

← Older revision		Revision as of 22:59, 19 June 2013
Line 1:		Line 1:
−	SME Invoices need to be edited in SME. QuickBooks invoices need to be edited in QuickBooks.	+	'''*'''SME Invoices need to be edited in SME. QuickBooks invoices need to be edited in QuickBooks.'''*'''

	If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice, edit the order, and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below.		If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice, edit the order, and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below.

@@ Line 8: / Line 8: @@
 <br>2) Add the new item to the order. Notice the order status will change from Invoiced to '''Partially Invoiced''' and the item you added will have a Inv State of '''Not Invoiced'''. (circled in image below)
 <br>'''Note''' - If you are adding material to the order, you will need to reserve stock for the item to deplete the stock used on the order.
-<br>'''Note''' - You will want to refresh the taxes. Click the '''Taxes''' tab, unlock taxes and click '''Refresh'''.
+<br>'''Note''' - You will want to refresh the taxes. Click the '''Taxes''' tab, unlock taxes and click '''Refresh'''. On later versions of SME, the Lock Tax checkbox will be automatically unchecked on an order when rolling back an invoice.
 <br>[[File:PartiallyInvoicedOrder.png]]