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What would be the best way to do this, it seems that we were supposed to apply a discount to an invoice, but it didn't happen and its now posted. I have seen the option to remove sales history, but I'm not sure if this is the same as voiding or if the invoice will be deleted from the client's account.
What would be the best way to get around this situation where i need to apply a discount to a posted invoice?
Thanks,
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I would have issued a credit memo for the discount and apply it against the original invoice. You could have submitted the credit memo as a reference to the customer.
Thank you so much, I was able to void the invoice.
You guys are awesome!
Go Sales>Transactions>Posted Transactions. Here you can void any of the posted sales/invoicing documents.
How did you enter the invoice? Transactions >> Sales >> Transaction entry...or Transactions >> Sles >> Sales Transaction Entry?
If you used the Transaction Entry window, then you can certainly Void the document. (Transactions >> Sales >> Void Open Transaction) - or you could raise a credit note just for the discount amount.
If you used Sales Transaction Entry, then your best bet would be to raise a Sales Return and apply it against the original invoice (thus cancelling it), and then enter the invoice again correctly with the discount on it.
Hope this helps.
ok, but I don't see the option to void an invoice once it has been posted. The printable manual even specifies that there is no deleting or voiding a posted invoice. And if the removing historical documents does not accomplish this, then what does?
Thanks,
Esther, you'll want to void the original invoice and re-enter it. Removing History is used to DELETE historical documents (those that have been fully paid and applied).
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