Changing Hand Prepared Invoices

 1. At the Customer field, enter the six-character customer ID code associated with the hand prepared invoice you wish to modify.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.

The account balance and invoice date will automatically default into the appropriate fields.

2. In the Invoice Number field, enter the invoice number you assigned to the invoice when you initially created the invoice.

3. Command options will appear:

• Change – Select Change to make changes to the hand prepared invoice.
• Delete – Select Delete to delete the hand prepared invoice.
• Exit – Select Exit to exit and return to the Customer field.

Select Change. You may now edit the Amount, Account number, Sales Rep, and Broker fields.

Note: Sales Rep and Broker fields will only display if you have set Sales Rep Commissions and Broker Commissions to Y (Y=yes) within Ledger Options.

Note: You cannot make changes to the Customer, Account Balance, Invoice Date, or Invoice Number fields.

Note: You cannot change hand prepared invoices made in a prior year or make changes if payment has been applied.

4. Use your arrow keys to navigate between fields and make the necessary changes. When you are finished, use the Tab, Page Down, Enter, or arrow keys to move through remaining fields.

5. Command options will appear:

• Update – Select Update to save changes.
• Exit – Select Exit to exit and return to the Customer field.

Select Update. Your changes have now been saved.

Important: Your changes will not be saved unless you select Update.

For more information on the Hand Prepared Invoices option see Hand Prepared Invoices.

Security Required : Receivables - Receivable Adjustments