How to update the Client Item Descriptions on an Invoice

Modified on: 2017-07-17 16:09:23 -0400


Use this method if the Invoice pricing is correct, but you need to make changes to the Client Description of an Item that is printing on an Invoice that has already been accepted.


Professional version: (for Standard - see further below)

1. Be sure that you have edited your Item – Client Description in the Specifications area to make the necessary changes.

        a. Go to Project - Specifications window

        b. Highlight the Item

        c. Choose Edit and change the Client Description field to the desired information.

        d. Choose OK to Save your changes.


2. Select/highlight the desired Client Invoice on the A/R – Client Invoices/Finance Charges window.


3. Click the Update button.


4. Choose Yes to Continue on the Client Invoices/Finance Charges confirmation window.


5. Reprint your Invoice to show the updated information.

        a. After updating, you should still have the updated Invoice highlighted on the A/R – Client Invoices/Finance Charges window. Choose the Reprint button.




Standard:

1. Be sure that you have edited your Item – Client Description in the Projects and Specifications area to make the necessary changes.

            a. Go to Projects and Specifications

            b. Highlight the Item

            c. Choose Edit and change the Client Description field to the desired information.

            d. Choose OK to Save your changes.


2. Select/highlight the desired Client Invoice on the Documents and Accounting window.



3. Click the Adjust  button. (Alternatively, you can right click the Client Invoice and select Adjust)



4. Select the Update Invoice Information check box.



5. Select the Update descriptions to match specifications check box. This option allows you to reprint an invoice with any Item Description changes you may have made. You can choose to enter an Item Number to update only one Item, or leave the Item No. field blank to update ALL Item Descriptions on the Invoice.

You can also select the Update arrangement and set Locations to match specifications, which allows you to update any changes made to the Layout or Item Locations.


6. Once you have chosen the proper checkbox, Choose OK to make the changes.


7. Choose Yes to Continue on the Invoice Adjustment confirmation window.


8. Reprint your Invoice to show the updated information.

        a. After updating, you should still have the updated Invoice highlighted on the Documents and Accounting window. Choose the Reprint  button.



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