In Heyquip: Billing > Invoices
You can't actually correct an invoice. Once an invoice is created, it is final. It can only be voided. What you can do is correct the order and bill the adjustments (credits) or additional charges.
Steps
- Go to Order > All Orders and open the order.
- Identify the item you'd like modified.
- To change taxes, follow these steps.
- To change the fees, follow these steps.
- To adjust the length of a rental, click on Edit and change the dates.
- To add or change a discount, click Edit and add a discount in dollars or percentage.
- To delete an item from an order you can change the status to Cancelled or simply click the arrow beside Edit (on the line item) and click Delete. * If you are getting an error message here, it's because your item is in a state in which it can't be deleted. Once you delete an item, you will lose the history of this item on the order.
- Wrong client? Use Change customer or Change business on the cards to the right in the order. If you want the right client to appear on the invoice, void the invoice and recreate it with the new client on the order.
- To change the internal or visible notes on the order, click on the pencil in the first box or the invoice.
If you modify the information of the first card on the invoice, you will most likely get an accounting error message. If the period is closed, you won't be able to continue. If the accounting period of the invoice is open, you'll be able to click I understand and continue.
When you finish, you can look at the audit logs in Actions > Audit Logs to see the record of the changes made.
If an Accounting period closed window appears instead, an end-of-day report has already been produced for the invoice's date, so that period can no longer be changed. Record the correction on a later date instead, for example with a credit. See Credit an order.
Good to know
- Use Edit items for line fixes on an invoice that is mostly right, and Refund when money needs to go back to the customer. Actions also holds Void invoice, Print Invoice, Send invoice by email, Audit Logs, and Delete invoice.