Voiding or Correcting Invoices
If you find an error in an invoice before you post, you can correct it or void it.
To correct an invoice:
1 In Job Cost, select Invoicing/Make to Order > Enter Customer Invoices in OE from the left navigation pane.
2 Click the magnifying glass button to open the Retrieve Sale Lookup and locate the invoice you need to correct.
3 Highlight the transaction in the Lookup window and click Select.
4 Make the corrections to the transaction.
5 Click Tender.
To void an invoice:
1 In Job Cost, select Invoicing/Make to Order > Enter Customer Invoices in OE from the left navigation pane.
2 Click the magnifying glass button to open the Retrieve Sale Lookup and locate the invoice you need to void.
3 Highlight the transaction in the Lookup window and click Select.
4 Select Transaction > Void from the menu bar or select Options > Void Transaction from the slide-out menu.
5 Select Yes in the message that appears.
You will not be able to retrieve the invoice after you void it.
If you want to delete all the transactions in the batch, in Job Cost select Invoicing/Make to Order > Clear Invoices from the left navigation pane. In this window, you can choose to clear the batch along with the transactions.
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Published date: 03/27/2020