Update Invoice Information

This utility can be used to add or change information on invoices in Current, Batch, or History, including the Site, the P.O.#, Contract Reference, and Comments.
This includes Work Order invoices.

The prompts are:

INVOICE LOCATION

Select one of the following status options:

• Select Current to print invoices not yet posted with Daily Close 1.
• Select Batch if the invoice was included in Daily Close 1, but not yet finalized with Daily Close 2.
• Select History if the invoice has already been posted with the Daily Close programs.

Note: When Vertex taxing is activated and the invoice is in History, the Site information can not be changed.

INVOICE#

Enter the invoice number or select it from the Invoice Search window.

SITE

Accept the existing Site number for the invoice as displayed, or enter the correct site number, or select one from the Site Search window.

UPDATE THE INVOICE ADDRESS BASED ON THE NEW SITE

This prompt is triggered if a valid Site is selected.

Click YES to use the Site address as the Ship To address.
Click NO to accept the new site code, but to leave the "Ship To" address as it is.

SHIP TO NAME

The Ship To name displays. This can be changed if required by over-typing it.

SHIP TO ADDRESS 1

The Ship To address line one displays. This can be changed if required by over-typing.

SHIP TO ADDRESS 2

The Ship To address line two displays. This can be changed if required by over-typing.

SHIP TO CITY

The Ship To city displays. This can be changed if required by over-typing.

SHIP TO PROVINCE / STATE

The Ship To province or state displays. This can be changed if required by over-typing.

SHIP TO POSTAL / ZIP CODE

The Ship To Postal Code or Zip Code displays. This can be changed if required by over-typing.

SHIP TO PHONE

The Ship To telephone number displays. This can be changed if required by over-typing.

CURRENT PURCHASE ORDER #

The current P.O. number on the invoice displays.

NEW PURCHASE ORDER

Enter the new P.O. #
If this field is left blank, the existing P.O.# will be removed.

REFERENCE CONTRACT #

The optional reference contract number to link the invoice to the contract for billing inquiries is displayed and can be over-typed as required.

INVOICE COMMENTS

Notes and comments associated with this invoice can be viewed and updated in the Invoice Comments window.

Finished?

Click ACCEPT TO accept the changes to the invoice or CANCEL to abort.