When an invoice has been generated incorrectly, the invoice can be voided. Follow the below steps to apply the deposit from the voided invoice to the newly created invoice. This process assumes the incorrect invoice has been voided and the new invoice has already been created.
1. On the Global Navigation Bar, click the Accounts button. If the account is for another designation than CRM, then click on the appropriate Accounts link from the Main Menu for the designation.
2. On the Accounts screen, select the bill-to account for the voided invoice.
3. Right-click and select View -> More -> Receivable Ledger.
4. On the Receivable Ledger screen, location the original deposit. Make note of the transaction type of the deposit.
5. From the Main Menu, click the Receivable Transaction Types link.
6. On the Receivable Transaction Types screen, select the transaction type of the original deposit.
7. Right-click and select Edit.
8. On the Edit Receivable Transaction Type screen, verify the Allow on Final Invoice checkbox is checked. If it is not checked, check it and click OK.
9. Return the Receivable Ledger screen.
10. Select the original deposit transaction, right-click and select Tools -> Application.
11. On the Cash Application screen, select the new invoice from the top section of the screen.
12. Click OK.
13. On the Receivable Ledger screen, click the Refresh button at the top of the screen and verify the deposit has been applied to the new invoice.
14. Reprint the invoice if necessary.
15. Return the Receivable Transaction Types screen and uncheck the Allow on Final Invoice checkbox for the deposit transaction.
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