Correcting a Processed Invoice

Occasionally it is necessary to make corrections to a line item for a processed invoice.

To do this, begin on the Invoices screen and search for the invoice you want to modify. Select the invoice to display it, and then click the Charge Detail button to display the Line Item screen. Reverse the line item by clicking on the Delete button (Ctrl+D) and then add a new line item for the corrected information.

Adding detail lines to a processed invoice is not encouraged; it should only be used to correct an invoice, not for adding new, unrelated activity. To do this, click on the Add button (or press Ctrl+A) to add a new line. You will see a message designed to discourage you, but ignore this warning and select “No” to proceed. You will then see the Add Detail dialog asking if you want to start a new invoice instead of reopening the processed one. Select “No” again. This displays a line item screen for the current invoice in “Add” mode.

Complete the information you want in your detail line, using the Comment field to explain the change, and then Save. The new detail line will appear in the List view. Repeat this process, if necessary, until all the desired detail lines have been added to the invoice. Then use the Back arrow or the Close button to return to the Invoice screen.

The Status of the revised invoice will be “R” for Rebill. The next time you process bills this invoice will be included in the print run. To print a copy of the revised invoice immediately, display the Reports List (F2), select the Print Invoice on Demand report, and print the invoice using the default parameters. Since you have altered an invoice for a prior time period, if you ever reprint service-date related reports from that time period, the totals will be different from previous printouts.