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cats:procedures:invoices:updateinvoice [2016/04/01 14:39] – jen | cats:procedures:invoices:updateinvoice [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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- | ====Modifying and Updating Invoices===== | + | =====Modifying and Updating Invoices===== |
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Using the **Update > Modify** feature on a posted invoice, you can create a new invoice, copied from the old invoice but with a new date and number. The remaining balance from the original invoice is moved to the updated invoice. | Using the **Update > Modify** feature on a posted invoice, you can create a new invoice, copied from the old invoice but with a new date and number. The remaining balance from the original invoice is moved to the updated invoice. | ||
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* The invoice is from a prior accounting period. | * The invoice is from a prior accounting period. | ||
- | ====Updating | + | ====Copying an Invoice==== |
+ | Select **Upd > Copy** to create a copy of an existing posted invoice. This will create a new invoice with a new number and new date but for the same contract, account, units, weight, and amount. This is most useful for vendor invoices for recurring expenses or for direct receivables or expenses charged to customers. | ||
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+ | ====Modifying | ||
Select **Upd > Modify** from a posted invoice. | Select **Upd > Modify** from a posted invoice. | ||
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- | Because CATS only posts the difference in amount between the original invoice and an updated invoice, if you attempted to post an invoice that was exactly the same as the original, the amount on the invoice would be 0.00. However, you could change the weight or units but not the amount and still post this invoice. | + | Because CATS only posts the difference in amount between the original invoice and an updated invoice, if you attempted to post an invoice that was exactly the same as the original, the amount on the invoice would be '' |
- | You can also **Pick Invoice Items > Review Invoice Items**, then choose an item and Edit to change the weight, units, and/or amount. | + | You can also **Pick Invoice Items > Review Invoice Items**, then choose an item and **Edit** to change the weight, units, and/or amount. |
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Select **Apply** when finished and CATS will display the updated item in the items list on screen. | Select **Apply** when finished and CATS will display the updated item in the items list on screen. | ||
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Alternatively, | Alternatively, | ||
The “Amount to post” is shown in the bottom right corner, next to the “Prior invoice” amount. | The “Amount to post” is shown in the bottom right corner, next to the “Prior invoice” amount. | ||
- | In the example shown here, we changed the weight to 15,009 KG (which changed the unit weight), and the amount to $36, | + | In the example shown here, we changed the weight to '' |
- | As shown on the bottom right, only $426.30 (the difference between the original invoice and the modified invoice) will post to the general ledger. | + | As shown on the bottom right, only '' |
- | Also, a change to the inventory will be posted | + | Also, a change to the inventory will be posted: '' |
- | You can also adjust invoices by creating invoice items with negative weight, units and/or amount. | + | |
+ | <note tip>You can also adjust invoices by creating invoice items with negative weight, units and/or amount.</ | ||
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Print and post the invoice as normal and you will see the change posted to the contract. | Print and post the invoice as normal and you will see the change posted to the contract. | ||
- | Here is the One Invoice Record for this invoice, so you can see what this chain of invoices looks like. | + | [{{: |
- | The Q and q type entries are adjustments made by CATS to move the balance from the original invoice to the final invoice. | + | |
+ | Here is the **One Invoice Record** for this invoice, so you can see what this chain of invoices looks like. | ||
+ | The **Q** and **q** type entries are adjustments made by CATS to move the balance from the original invoice to the final invoice. | ||
- | Select Exit after posting to return to the Invoicing menu. | + | Select |
====Reversal Invoices==== | ====Reversal Invoices==== | ||
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+ | Select **Upd > Reverse** from a posted invoice.\\ | ||
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+ | CATS will show you an invoice number, contract number, account, and date, just as you see when creating a new invoice. Select **Apply** to continue. | ||
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+ | CATS will automatically reverse the units, weight and amount on the original invoice.\\ | ||
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+ | Print in the format you want. Then post invoice. \\ | ||
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+ | Once posted if you go into location screen there will be no invoices listed.\\ | ||
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====Weight Adjustment Invoices==== | ====Weight Adjustment Invoices==== | ||
{{tag>" | {{tag>" | ||
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