How to Modify an A/R Invoice

A/R Invoices may require modification. This can be dealt with by choosing the Modify action to open the invoice for editing.

Use the following steps to modify an A/R invoice:

1. Click on the Business tab, click Accounts Receivable, and select A/R Invoice Management.

2. If applicable, enter the A/R Account.

Note: The Invoice Number field will become available when an A/R Account is entered.

3. If applicable, enter the Invoice Number.

4. If applicable, click on the Year drop-down menu to select an option.

5. If applicable, click on the Period drop-down menu to select an option.

6. Click on the Search button. All related results will display in the grid.

Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.

7. Click on the Select Batch button.

Note: Refer to How to Select/Release a Batch for more information on how to use this feature.

8. Click on the Action drop-down menu beside the corresponding A/R Invoice and select Modify.

9. If applicable, in the Modify A/R Invoice screen, enter or update the Billing Reference.

10. If applicable, enter or update the Invoice Reference.

Note: The settings will determine if the Invoice Reference field is mandatory.

11. If applicable, click on the calendar icon to enter or update the Invoice Date.

12. If applicable, click on the calendar icon to enter or update the Due Date.

Note: The Revenue Category field will be unavailable.

13. If applicable, click on the Add button to add a line item.

Note: Invoice has to include at least one line item.

The Add Line Item button can be selected to add as many line items as necessary.

14. If applicable, in the grid, click on the Revenue Code drop-down menu to select or update an option.

15. If applicable, enter or update the Description.

16. If applicable, enter or update the G/L Account or click on the Search icon to search for a G/L Account.

Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.

This field may be auto-populated based on the revenue code selected.

17. If applicable, enter or update the Amount($).

18. If applicable, enter or update the Tax Code.

Note: Click on the Delete icon to remove a line.

19. If applicable, follow steps 11 through 16 until all required line items are filled.

20. If applicable, in the Attachments section, update existing files or upload new files by clicking on the corresponding tab.

Note: Refer to How to Upload a File for more information on how to use this feature.

21. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

22. Click on the Save button, Save & Print button if a printed copy is required or click on the Cancel button to return to the A/R Invoice Management screen, without saving changes.

23. If Save & Print is selected, if applicable, in the A/R Invoice Print- Single Invoice section, click on the Available Templates drop-down menu to select an alternative option.

24. In the Delivery Method section, select one of the following buttons: Print (Hard Copy), Email or Fax.

Note: Click on the Cancel Print button to cancel the A/R Invoice Print process.

25. If Print is selected, click on the downloaded .pdf file (bottom left corner) to view.

Note: The options to Save (Download) and/or Print are available.