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Evo-ERP and DBA Classic >> Sales >> voiding invoices
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Message started by JereC on 07/11/14 at 14:38:57

Title: voiding invoices
Post by JereC on 07/11/14 at 14:38:57

I need to correct an invoice and I'm not sure the best procedure. I applied a deposit in full to a SO instead of the 50% deposit. We released the SO and when I invoiced it showed a zero balance instead of the 50% deposit. What is the best way to fix this, I need to change the deposit and re-invoice my customer

Thanks ~ Jere'

Title: Re: voiding invoices
Post by David Waldmann on 07/15/14 at 04:10:18

You should be able to void the invoice and re-print it, this time changing the "Amount to apply to this SO" to the 50% amount.

Title: Re: voiding invoices
Post by JereC on 07/16/14 at 13:52:59

Thanks for the reply. The past bookkeeper told me to never void the invoice as it causes problems. I did the void invoice, however I still need to apply the correct deposit amount and I tried to re-release the SO which shows up in the acknowledgement with the correct amounts. I added the deposit to the sales order, however, when I go to print an invoice it says "There are no sales orders for chosen criteria" Obviously, I have done something wrong here and have no idea how to fix it so I can invoice the customer. Errrr!

Jere'

Title: Re: voiding invoices
Post by David Waldmann on 07/17/14 at 05:01:01

There are two potential issues I can think of.

1. The SO must have released qty.

2. The Print Invoice dialog must have the right entries/selections. For instance - this is pretty basic but it's happened to me more than once - putting in the original Invoice Number instead of the Sales Order number...

Once you have an invoicable situation the Deposit Manager will come up and you can enter the desired deposit amount.

Title: Re: voiding invoices
Post by JereC on 07/18/14 at 08:05:09

Thanks again, this was tricky getting fixed. Had to enter the quantity over and over but finally DBA recognized it. All done!

Title: Re: voiding invoices
Post by Laura Oliver on 07/28/14 at 09:21:20

JereC wrote:

The past bookkeeper told me to never void the invoice as it causes problems.
Jere'

She was right as there use to be some type of issue with voiding invoices. But somewhere along the line the issues got fixed.