Other - Invoicing Module

Updated at April 10th, 2025

Table of Contents

Correcting Invoices

Before we get into how to correct invoices via Un-Update and Voiding, we will need to consider our end goal. What do we want to accomplish? Whether you are wanting to change an invoice, delete a duplicate invoice, or you made an invoice by accident. There are a couple of options you can do.

Voiding an invoice: This method is preferred over Un-Updating if an invoice is dated in a closed period or a period that has been reported to outside sources or your CPA. Voiding also preserves any Scanned images that may be attached to the entry.
Un-Update invoice: This will return the invoice to an unposted status so that you can make changes or delete the invoice. This option would be best if you are needing to change information on an invoice.

Un-update Updated Invoice	This process will remove an invoice from the “updated” status, return quantities to inventory, and create reversing General Ledger & Accounts Receivable entries. This utility features the capability to use invoice date or current date to create entries. If your invoice date is outside your posting allowed date range it will ask to use the first allowed date. Once reversed, the system will place the invoice into Enter Invoices with a status of “R”. Make sure the Automatically Post G/L Entries box is checked. Unchecking this box could cause your GL to get out of balance with Invoicing. Type in the invoice # or use the drop down in the Restore Invoice # field to select the invoice you are needing to Un-update. Enter in the Effective Date of the reversing GL Entry. Click Ok to start the process. A pop-up window will appear that will include invoice information, make sure this is the correct invoice, then answer if you want to use the invoice date or the currently date. Once it has finished processing there will be summary information at the bottom of the screen including the number of entries made. Click on Menu to close out of this screen. Go into #10 Enter Invoices, Find the invoice that was just un-updated. It will now be in an R Status. Make any necessary corrections.
Void an Updated Invoice	This process will change an invoice from “updated” status to “voided” status, return quantities to inventory, and create reversing General Ledger & Accounts Receivable entries. Make sure the Automatically Post G/L Entries box is checked. Unchecking this box could cause your GL to get out of balance with Invoicing. Type in the invoice # or use the drop down in the Void Invoice # field to select the invoice you are needing to Un-update. Enter in the Effective Date of the reversing GL Entry. Click Ok to start the process. There will be 2 popups: The first window will let you know this is a permanent action that cannot be undone. Click on Yes to continue. The second window will appear that will include invoice information, make sure this is the correct invoice, then answer if you want to use the invoice date or the currently date. Once it has finished processing there will be summary information at the bottom of the screen including the number of entries made. Click on Menu to close out of this screen. Go into #20 View All, Find the invoice that was just voided. It will now be in an V Status.
Please contact your Customer Success Team before using any of the below features
Rebuild Invoicing Data files	Same as the rebuild in the main Utilities module, but only has the Invoicing files located here. Same rules apply here as in a regular rebuild.
New Vendors Import: SubTbl 20	Imports new vendors and assigns vendor numbers. Very specific CSV file layout.
Change Default Location Inventory	This utility is only available if user has the add-on Multi-Location feature enabled. It will transfer inventory for a range of parts from one location to another. It will include transaction history and prior purchase orders, but will not change any un-updated invoices for the location and parts being moved.
Extract Invoices to POs	This utility will create Purchase Orders for updated Invoices from a specified Company / Customer Range.
Verify Invoices vs GL	This report will compare all updated invoices with the GL entries for the A/R (Accounts Receivable) account and list any differences.

Other - Invoicing Module

Contact Us

Correcting Invoices

Related Articles