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cats:procedures:invoices:remarks [2016/05/23 15:22] – jen | cats:procedures:invoices:remarks [2016/09/22 16:15] – jen | ||
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=====Change Invoice Due Date and Remarks===== | =====Change Invoice Due Date and Remarks===== | ||
+ | {{entry> | ||
+ | This is a step-by-step guide to changing a due date or remark on an invoice. | ||
+ | ====Quick Guide Steps==== | ||
+ | - Go to **Invoicing > Change Invoice Due/ | ||
+ | - Select invoice screen will show. Pick the invoice you want to edit and press **Continue**. | ||
+ | - The change invoice due date/ remark screen will popup. Make your changes and click **Apply**. | ||
+ | - You will then return to the main menu. | ||
+ | ====Changing Due Date or Remark on an Invoice==== | ||
CATS allows you to create and edit remarks on invoices. Go to **Invoicing > Change Invoice Due/ | CATS allows you to create and edit remarks on invoices. Go to **Invoicing > Change Invoice Due/ | ||
[{{: | [{{: | ||
- | Select invoice screen will pop up. You can filter by: Type, Invoice number, Date After, or Ref number. | + | Select invoice screen will pop up. You can filter by: Type, Invoice number, Date After, or Ref number. |
- | [{{: | + | [{{: |
- | + | ||
- | The change invoice due date/ remark screen will popup. Here you can change or add: due date, remark, broker or customer reference number. Click **Apply** to save your changes | + | |
- | [{{: | + | |
+ | The change invoice due date/ remark screen will popup. Here you can change or add: due date, remark, broker or customer reference number. Click **Apply** to save your changes and return to the menu.\\ | ||
+ | [{{: | ||
+ | {{tag>" | ||