Is it possible to add a reference or update a customer invoice that has already been printed?
We have had occasional request to add an order number or such after we have sent invoice
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Have you tried RMB on the invoice, create correction invoice, make the changes and reprint? That would be the normal method to make an update.
You can only change a Customer Order Invoice, while it is in a Preliminary Status. Once the invoice is in a Printed state you can not change it.
Hi
It seems you are required to add only reference to the customer invoice window when it is in posted status. You may try RMB action ‘Notes’ where it allowed to modify even in posted status.
Best Regards
Narmada
Hi,
You may have other options.
For example you can add new document text to the customer order. The doc text would need to be an output type that will print the text on an invoice. Then if you reprint the invoice as reprint modified, that document text will print on the invoice.
The placement of that document text is not ideal for a customer PO (I would rather see that on the header). But it may work. If your invoice layout is customized (most clients customize he layout) you may be able to move doc text up higher in the report.
Another option - some client use is to edit the PDF and send that edited copy.. Not really a big fan of that option, but I have seen it used.
Best regards,
Thomas
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