How to correct invoice with wrong date
I have just found an incorrect invoice in our system from before I worked here. How do I correct the issue date on an invoice in a prior year? The invoice is dated 03/04/7306 and a payment has al...
Hi Elise27
As the transaction is future dated, in theory, you should be able to just change the date on that transaction to fall in the current period. Note: Setup>>Preferences>>Security - Transactions Can't be Changed, They Must be Reversed must be enabled.
If that is not a viable option for your situation, the way I would deal with the situation would be:
- Navigate to Setup>>Preferences>>Security.
- Enable Transactions Can't be Changed, They Must be Reversed.
- Navigate to that invoice.
- Go to Edit>>Reverse Transaction.
- Record the reversal in the current period.
- Enter the required invoice on that desired correct date (as per normal).
- Navigate to Sales>>Sales Register>>Returns & Credits.
- Highlight that credit note/reversed invoice.
- Select Apply to sale.
- Apply that credit to the outstanding invoice.
- Record the Settle Returns & Credits transaction.
The above process will generate a credit note from the original invoice, enter a new invoice and apply that credit to the new invoice to close it off.
