There may be occasions where you need to amend an invoice that has already been posted, for example, when:
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the customer wants you to change the PO number to reflect their standing PO number
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you have made special payment arrangements with the customer and you want this reflected in the invoice notes
Fusebill allows you to change the PO number, the Notes, or both for any posted invoice. To do so:
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Navigate to Invoices>Posted Invoices and search by Invoice Number. Click Details to open the posted invoice.
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 that appears, click Edit beside PO Number, or in the Notes section.
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In the Invoice Edit dialog box that appears, enter the amended PO number and/or revised Notes.
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Enter the reason for the change.
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Click Save to commit your changes.
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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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