How to edit the member Invoice Amount/Invoice Date of the invoice.?
Once an invoice is created, it becomes a legal document, and as an administrator, you won't be able to edit the invoice amount, invoice date to maintain the integrity of financial records.
However, we can guide you on the appropriate steps to make corrections. If the tax associated with the invoice has already been remitted to the government, you can issue a credit note to adjust the invoice. This way, you can document the correction without affecting the tax reporting.
Follow the steps below to issue a credit note:
Step1 - Go to Admin Dashboard>>Income Tracker>>Member Income>>Search the unit>>Click invoice against the unit>>Click on post a General Credit note>>Choose the invoice for which you need pass a credit note and post amount
In the event that the tax hasn't been remitted, you have the option to reverse the invoice and then repost it with the corrected information. This ensures accurate and compliant financial records.
Step 2 - Go to Admin Dashboard>>Income Tracker>>Member Income>>Search the unit>>Click on View Account History>>look for the Invoice no which you want to reverse >>Click on Action against that invoice>>Click on Reverse>>Add Reason for reversing>>Reverse Transaction
Note: If a receipt has already been posted against the invoice you wish to reverse, you must reverse the receipt first, followed by the invoice.
Follow the step below to create a new Invoice with corrections :
Step 3 - Go to Admin Dashboard>>Income Tracker>>Member Income>>Search the unit>>Click on the Invoice>>Fill in the Invoice details>>Post Amount.
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