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Question

cancel and create an invoice with period allocation

  • April 27, 2022
  • 1 reply
  • 162 views

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using the cancel and create function, Do you know what happens to the prior month’s allocation if we say yes/no?  The problem we have is that we will need to split the invoice into 2 invoices .  If we say NO will the allocation be completely removed and what about the previous months allocation?  Would that reverse to the current period?

 

also, have you used the cancel and create function on invoice that is matched to a po and has period Allocation ? 

1 reply

cperdue
Hero (Partner)
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  • Hero (Partner)
  • 440 replies
  • May 15, 2022

Is it possible to edit the installment plan (payment dates) rather than alter the invoice?

 

Best-

Christy