If the Invoice Has Not Been Posted
If the invoice has not yet been posted to your accounts package certain fields can be amended directly:
The following fields can be edited directly on an invoice via the green "burger" menu when viewing the invoice details
Change Invoice Bill Address
Click on the Change Invoice Bill Address option
Enter new address details OR click on the spyglass and select an address from within Weighsoft
Click Save
Change Invoice Date
Click on the Change Invoice Date option
The field will show the existing date
Select a new date for the invoice
Click Set
Update Items En Masse
This allows you to search for multiple invoices and amend the Customer Order No or Item Customer Order No
Use the fields in the yellow section of the screen
Once you have set the criteria, hit Search
The screen will display all matching un-posted invoices in the lower section of the screen
Select which field to change from the drop-down
Set the new value in the blank field
Tick the box against any items that you want the new value to be applied to
Click Update Selected
🤓Tip: Alternatively you can click Update All and the new value will be applied to all items that resulted from the search.
If the Invoice Has Been Posted
If the invoice has already been posted to your accounts package:
The invoice is locked and cannot be deleted.
In this case, your only option is to:
Create a credit note for the original invoice.
Re-invoice with the corrected details.