Change invoice details overview
This topic is under construction. It may be incomplete and is subject to change.
What is Change Invoice?
Change invoice is a feature in AIMsi where you can change the following details about sales and layaway invoices and service tickets.
- Paid-in-full date (layaways only)
- Invoice date
- Purchase order number
- Terms
- Ship to account
- Bill to account
- Invoice and line item notes
- Entry date (service tickets only)
- Estimated completion date (service tickets only)
What is Change Invoice Employee?
Change Invoice Employee is a feature in AIMsi where you can change the primary sales person responsible for a sales invoices, layaway invoices, and invoiced service tickets.
What is Transfer Invoice?
Invoice transfer is a feature in AIMsi that you would use when an invoice is associated with one account and you need to move it to another account.
What is Transfer Approval/Proposal/Suspend?
Approval/proposal/suspended sale transfer is a feature in AIMsi that you would use when an approval, proposal, or suspended sale is associated with one account and you need to move it to another account.
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