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How to change or delete a client job invoice

This guide explains when and how you can edit or remove a client job invoice in the system.

 

1. Navigate to ACCOUNTING >Receivables > Client Job Invoices

2. Use the Filters to narrow down your search, or scroll through the list of INVOICE NO.

3. Click the Invoice No. that needs to be changed.

4. Edit and change the following information

  • Invoice Title - Enter an invoice title - optional.
  • Date - Change or enter a new date but cannot be changed if it has been approved or was created using the invoice from cost method.
  • Accounting Year - Select an accounting year - optional and cannot be changed if it has been approved or was created using the invoice from cost method.
  • Accounting Month  - Select an accounting month - optional and cannot be changed if it has been approved or was created using the invoice from cost method.
  • Client Order No. - Enter a client order number - optional.
  • Payment Terms - Change the payment terms - optional.
  • Period of Service - Enter a period of service - optional.
  • Due Date - Change or enter a due date - optional.
  • Nominated Approver - Enter a nominated approver - optional

5. Click 'SAVE'

6. #### Deleting a draft invoice

Navigate to ACCOUNTING >Receivables > Client Job Invoices.

7. Use the Filters to narrow down your search, or scroll through the list of INVOICE NO.

8. Click the Invoice No. that needs to be deleted.

9. Click 'DELETE'

10. A notification will appear confirming the deletion.

Note: Only draft production invoices can be deleted. If a live (non-draft) invoice needs to be removed, it needs to be canceled.