I need to amend details on a deferred income invoice, but I'm not sure of the correct steps.
0 Votes
Gabrielle Day posted
2 months ago
AdminBest Answer
Two scenarios - firstly you'll need to remove any allocations to the invoice using the reallocate function found in the ellipsis.
One: if no deferred income journals have been released yet, unpost via Corrections and edit as needed. Two: if journals have posted, use Reverse, then Copy to recreate the document with your amendments.
Two scenarios - firstly you'll need to remove any allocations to the invoice using the reallocate function found in the ellipsis.
One: if no deferred income journals have been released yet, unpost via Corrections and edit as needed. Two: if journals have posted, use Reverse, then Copy to recreate the document with your amendments.
I need to amend details on a deferred income invoice, but I'm not sure of the correct steps.
0 Votes
Gabrielle Day posted 2 months ago Admin Best Answer
Two scenarios - firstly you'll need to remove any allocations to the invoice using the reallocate function found in the ellipsis.
One: if no deferred income journals have been released yet, unpost via Corrections and edit as needed.
Two: if journals have posted, use Reverse, then Copy to recreate the document with your amendments.
Please see this knowledge article for steps and a full walkthrough video about amendments to both deferred income and prepayment invoices: Can I amend a prepayment or deferred income journal in iplicit?
1 Votes
1 Comments
Gabrielle Day posted 2 months ago Admin Answer
Two scenarios - firstly you'll need to remove any allocations to the invoice using the reallocate function found in the ellipsis.
One: if no deferred income journals have been released yet, unpost via Corrections and edit as needed.
Two: if journals have posted, use Reverse, then Copy to recreate the document with your amendments.
Please see this knowledge article for steps and a full walkthrough video about amendments to both deferred income and prepayment invoices: Can I amend a prepayment or deferred income journal in iplicit?
1 Votes
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