There are legal restrictions on changing an invoice once it has been finalised. We only allow direct editing of a finalised invoice that would not effect financial integrity.
EVOPOS can alternatively create an Estimate or Sales Order which allows you to go back into and make changes at any time. You can change the Heading on the top of the document for example change to 'Pro-Forma Invoice'. When you are ready you can finalise as an invoice.
There are still certain elements of an invoice you can change - See Accounts\Sales and Accounts\Sales\Sales lines. Also in Accounts\Maintenance.
However, it is often better to reverse what has been done and, if need be, redo again with the correct info. This also gives an audit trail to be able to fully track what has been done.
Credit a single line
If a customer purchases several items and then returns one of the items at a later stage, it is recommended to credit what they are returning rather than the entire sale.
We always want to look up the original invoice to double check the price they paid for the item.
- Navigate to Sales\Options\Credit Previous Sale
- Enter the invoice number and choose the credit individual lines option
- You will then be prompted for what lines you want to credit
- After selecting the lines click OK and those lines will be added to the sales screen with negative quantities, you can then choose to add more items and finish the transaction
- Click Finish to complete the transaction
You can also enter the part number into the Sales screen and edit the quantity to a minus (negative) figure representing the amount they are returning. E.g. if 3 batteries are returned, change the quantity to -3. However it is best to look up the original invoice to check pricing.
Credit a Whole Sale
To credit a whole sale go to Sales\Options\Credit Previous Sale.
You have the option to credit back to the customers account or by the original payment method.
To save time when re-invoicing the items, go to Sales\Options\Import details from a previous sale, then input the original invoice number to quickly recall the same items for easy editing. After which, you can invoice the sale as normal.
Note on Jobs: If crediting a Workshop Job it will ask if we want to Book the Job back in, if we are re-invoicing we would normally answer Yes. If re-invoicing a Job and there were parts booked to it, we would use Options / Import from Prev sale rather than recalling the Job so the parts will be there as well.
Wrong Payment Method
If you want to keep a full track on a customers history you can Credit by selecting Sales / Options / Credit a Previous Sale and then re-invoice by selecting: Sales / Options / Import details from a previous sale and adjust as required
If full tracking is not required you can just create a Journal from the payment method account that was incorrectly specified to the correct Payment method account
Alternatively you can enter a negative Pre-Payment for the wrong payment method, and enter a positive Pre-Payment for the correct Payment Method. This is better if the payment method includes contras such as Direct Deposits or Supplier Accounts.
If it is an Invoice, you can select Accounts, then Maintenance and select the Change Contact option.
If it was entered on a Payment Received or a Pre-payment you can reverse by entering a Pre-Payment with a negative amount and then add another Pre-Payment for the correct Payment Method as a positive amount.
If you have 2 contact records for the same customer you can also use the Merge Contact option. Then on the Contact record we do not want we can either prefix the name with ZZ so it wont show up so much, or mark it an In-Active, or Delete the record.
Note: Salesperson is different to Operator on an Invoice. An operator is allocated to whole Invoice. The Sales person is set as the current operator initially but it can be changed on one or all line on the Sales screen when required. You can change the Sales person on any Line of an invoice by selecting Accounts >> Sales and Accounts >> Sales >> Sales lines, then search for the invoice and edit the Sales Person on the appropriate line