There can be occasions where there is a need to amend an invoice that has already been posted if:
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the customer wants you to change the PO number to reflect their standing PO number.
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a special payment arrangement is made with the customer and is required to be reflected in the invoice notes.
Fusebill allows you to change the PO number or the notes for any posted invoice. To amend a posted invoice:
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Navigate to Invoices >Posted Invoices.
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Locate or search for the correct invoice number to modify. In the Actions column of the invoice, click Details.
Note: If you do not know the invoice number, navigate to the Invoices section of the Customer dashboard and click the number under "Current". Find the correct invoice in the list and click Details.
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On the Invoice Details page, click Edit beside PO Number or in the Notes section.
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In the Invoice Edit dialog box, enter the amended PO number and/or revised Notes.
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Optional: Enter a reason.
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Click Save.
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Generate a PDF of the amended invoice to send to the customer: click Send Email to draft the email immediately, or View PDF to download a copy of the amended invoice that can be sent later.
When you view the amended invoice, only the revised PO Number and/or Notes are visible. To see the history of changes, click the message "There are revisions to this invoice. Click here to view".
This opens a dialog box with information about the changes including the previous PO number, the previous notes, the name of the user who made the change, the reason for the change, and the date of the change.
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