EDITING INVOICE



ONCE THE INVOICES ARE GENERATED FOR THE NEXT MONTH, ALL PREVIOUS INVOICES WILL BE CLOSED TO EDITING.  EDITING CAN BE DONE ON CURRENT GENERATED INVOICES ONLY.




ONLY THE ADMINISTRATOR OR THE ASSIGNED AUTHORIZED KNOWLEDGEABLE PERSONNEL MAY EDIT CLOSED INVOICES.  PLEASE FOLLOW THE INSTRUCTINS GIVEN BELOW.





Click This Button



The following 'Search for Invoice' window appears




'Invoice Details' window





EDITING FUNCTIONS OF THE GENERATED INVOICE


Editing may be done only on current invoices.  Editing functions for past invoices will be blocked [Please see below].  To edit past invoices please refer to the administrator or authorized personnel.  The following editing functions may be done:


🟍 Add Items

🟍 Edit Items

🟍 Delete Items

🟍 Edit Receipts

🟍 Refunds

🟍 Enter Payments





EDITING CLOSED INVOICES


FIRST                Open the 'Setting' Window in the 'Administrator Menu'


SECOND        Click the tab to enable editing and save this window


THIRD                Select and open the invoice to be edited, as shown above


FOURTH        Process the editing


FIFTH                Open the 'Setting' window and deactivate the editing tab.



'Setting' window