FreshByte provides the option to reverse a billed invoice. Reversing a billed invoice will allow the user to make certain changes if permissions are granted in User Security. Below are the steps and parameters for reversing a billed invoice.
The option to Reverse a Billed Invoice is available based on User Security Settings. If the user reverses the billed invoice, the Sales Order is returned to "Shipped" Status. The process is completed from the Sales Order Screen.
*NOTE: A Billed Invoice in a closed GL Period cannot be reversed.
Sales -> Orders -> Enter ( F7)
displayed below or on your keyboard to search for the Sales Invoice to be reversed.
- Select "Reverse to Shipped Invoice" box as displayed above.
- The system displays a dialogue box confirming that the user would like to reopen the invoice.
- Select "Yes"
- The Sales Order is now reversed to shipped. In order to edit the Sales Order, the user must select 'Edit' on the top right hand side of the Sales Order.
- The System will display another dialogue box confirming that the user would like to reopen the Sales Order to Edit.
The Sales order can now be edited by the user. Only certain items can be edited. - Change Price: The user can change the price of an existing line item that was already billed.
- The user cannot change the quantity of any items that have been billed.
- Add a line: The user can add a line item to the Sales Order by selecting F3 to add line if the code is known, or selecting F2 to display all inventory items.
- If the user adds additional line items, the ordered qty on the line must be allocated and shipped from the Shipping Screen. Only added lines may be marked "Shipped". Any previously "Shipped" lines are marked as shipped and may not be changed.
Invoicing the Sales Order - After the user completes the required changes to the Sales Order, the order must be marked Shipped and billed again. Follow the same process as when originally billing the invoice from the shipping screen.
