Use these steps to modify (Void, Delete, Discount, Note, etc.) items from an invoice.
- Open an invoice by clicking Pay, Add Charges, or Refund.
- Next to the item you wish to modify, click the Pencil [
] symbol (If there is no Pencil [] your invoice may be locked; see below) which will display several options. Like this:
- Delete Item: This will remove it entirely from the invoice as if it were never there.
- Void Item: Voiding an item will add a new invoice line item but with a negative (-) charge. This will keep the original item on the invoice and is great for indicating that a charge was previously present but now is being reversed. If you wish to void an entire invoice, follow these steps.
- Add Note: Add a note that will display on the invoice.
- Discount Item: Can discount an item by Percent, Quantity, or dollar amount (Cash).
- If you need to remove an existing discount, you would select the Amount of '0' and Unit 'Cash'
- Override Price: Can override the price of an item.
- Change Quantity: Change the quantity of an invoice line item.
- Override Tax and Account: Override tax and account of of an invoice line item.
- When done editing the invoice, click Save to Account.
Providing a Discount on a Locked Invoice
Click here for more information on Managing Invoices with a Lock Date
When an invoice is inside a locked period, it cannot be edited or discounted. However, you can create a credit note to discount invoices that are within a locked period. Here is a video and the steps to match.
- Open the invoice that needs to be discounted or zero'ed out.
- Press Credit / Return.
- Touch the checkboxes and edit the quantities or unit prices to match the amount you need.
- Adjust the Return to Inventory checkboxes as necessary. In the case of a Discount, do not return items to inventory.
- Touch the link to return to the Original Invoice.
- Touch Allocate Credit to use the credit note to reduce the invoice size.