Change Invoice window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to edit various details about an invoice or service ticket, such as the purchase order number, terms, or notes.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Customer and click Change Invoice.
- Use the keyboard shortcut Alt, M, C, h.
Diagram
The following thumbnail illustrates the Change Invoice window. Click it to view a full-size image.
Item descriptions
Item | Description |
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Look for Invoice Number | Enter your search criteria. The grid automatically moves to the invoice number matching the value as you type. |
(account) | Displays the customer/account name you selected when you accessed this window. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address, main address, or phone numbers to the clipboard. |
Show Only Invoices With A Balance | Select this check box to display only those invoices with an open balance in the Invoice Number grid below. |
Show Only Invoices With Hold In The PO Field | Select this check box to display only those invoices with an unknown (HOLD) purchase order number in the Invoice Number grid below. |
Invoice Number grid | Displays all invoices matching the search criteria. |
Employee Id | Displays the user ID of the employee who created the invoice. |
Paid In Full | If necessary, change the date the layaway payment is due. This box only displays for layaway invoices. |
Date | Displays the date and time the invoice was created or the service ticket was invoiced. |
New Date |
Enter a new date for the invoice. This box displays for sales and layaway invoices and service tickets that have been invoiced. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. Note: Changing the date of an invoice does not effect the ledger date balances. |
Orig PO# | Displays the original purchase order number (or HOLD) from the invoice, if one was assigned. |
New PO# |
Enter a new purchase order number for the invoice. This box supports F6 functionality. The Select PO window opens. |
Orig Terms | Displays the original terms selected for the invoice. This box does not display for layaway invoices. |
New Terms | Enter the new terms for this invoice, if desired. This box does not display for layaway invoices. |
Original | Displays the original amount owed on the invoice. |
Ship To |
Right click and select a different ship to address on the Pick Shipto Address window, if desired. Click in this box to view the name, associated account number, address, and other demographic information for this ship to option. Right-click in this box to change or remove the ship to address, reset the ship to address to the original invoice, or copy the ship to address to the clipboard. |
Balance | Displays the amount still owed on the invoice. |
Bill To |
Right click in this box to display the Pick Customer window and select a different account to associate with this invoice. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to change or remove the bill to account, reset the account to the original invoice, or copy the email address, main address, or phone numbers to the clipboard. |
Orig Entry Date | Displays the date the service ticket was entered (not invoiced). |
New Entry Date |
Enter a new entry date for the service ticket. This box only displays for service tickets. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. |
Orig. Est. Date | Displays the original estimated date of completion from the service ticket. This box only displays for service tickets. |
New Est. Date |
Enter a new estimated date of completion. This box only displays for service tickets. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. |
Notes |
Displays any notes entered on the invoice. Click in this box to enter or edit the invoice notes. Press F4 on your keyboard to automatically add the date, time, and your user name to the note. This box supports F6 functionality; the Select Comment window opens. |
Item | Description |
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Save | Saves any changes you've made to the invoice details. |
Line Notes | Opens the Line Item Notes window where you can edit the individual notes on the invoice's line items. |
Displays the Select Output Destination window where you can print a new copy of the invoice. | |
Exit | Returns to the previous window. |