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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 212

Edit Invoice Header

This allows you to make changes to an invoice header in case a mistake was made or the customer needs to make a change.
 
Click Find to search for an invoice.
 
Enter an invoice number or customer number, and click Find Now.  Click on the correct invoice, and click Select.
 
Edit Invoice Header
1

Customer

1. Customer
This opens the Find Customer screen for you to change the customer.  If payments have been made toward this invoice, you must first reverse the payment before changing the customer.
2

Reports

2. Reports
You can select a report to run for this invoice.
3

Salesperson

3. Salesperson
This allows you to change the salesperson for selected items.
 
Click on the item, and click Select.
 
Select the correct salesperson from the drop-down list, and click OK.
4

Comment

4. Comment
This allows you to add or change an invoice comment.  Note that you must click Edit at the bottom of the Edit Invoice header screen before changing a comment.
5

Edit

5. Edit
This allows you to edit fields pertaining to invoice terms, PO, job, and delivery.  To change the job, click the three dots to the right of the field, and choose the correct job from the list. The invoice amount cannot be edited.
6

Find

6. Find
This opens the Find screen to search for a different invoice.