+9Need to create a partial credit for an invoice that started in a task. When we view the invoice preview to create a credit invoice, I can not change the quantity. We have billed 100 hours but now want to credit 60 hours. Can you please let me know where can I change the quantity.
Best answer by Xavier Fernando
Hi
When you execute credit lines at original invoice, it will create two lines at sales tab. One as -100 and again another as postive 100.
here you can change the postive 100 as 60 as per your requirement and create invoice preview again.
Then change it to invoiceable
then you can create invoice preview for new value
Then correct values will be in budget also ( To get correct budget values make sure to fully execute ( Post ) credit invoice also and new invoice too);
Further i noticed , if you stop the credit invoice at preliminary status, you can edit the Invoice value in line. I think this is bug, since system does not update budget values.
Hope this helps you.
Hi
When you execute credit lines at original invoice, it will create two lines at sales tab. One as -100 and again another as postive 100.
here you can change the postive 100 as 60 as per your requirement and create invoice preview again.
Then change it to invoiceable
then you can create invoice preview for new value
Then correct values will be in budget also ( To get correct budget values make sure to fully execute ( Post ) credit invoice also and new invoice too);
Further i noticed , if you stop the credit invoice at preliminary status, you can edit the Invoice value in line. I think this is bug, since system does not update budget values.
Hope this helps you.
+9Hi
When you execute credit lines at original invoice, it will create two lines at sales tab. One as -100 and again another as postive 100.
here you can change the postive 100 as 60 as per your requirement and create invoice preview again.
Then change it to invoiceable
then you can create invoice preview for new value
Then correct values will be in budget also ( To get correct budget values make sure to fully execute ( Post ) credit invoice also and new invoice too);
Further i noticed , if you stop the credit invoice at preliminary status, you can edit the Invoice value in line. I think this is bug, since system does not update budget values.
Hope this helps you.
Thank you very much for your detailed explanation
The credit invoice at preliminary status, we can’t edit the Invoice value in lines. We have tried to edit those before approving but it was unable to edit. I think this is bug.
Hi
When credit invoice is at preliminary status at customer invoice window , you can edit at “ Customer invoice line at customer invoice window” . Yet these values are not updated on Budget tab. Hence i believe it is never intended to edit at Customer invoice line. So i believe correct approach would be , editing additional line with correct value at sales tab, and going again with invoice preview.
+9Hi
When credit invoice is at preliminary status at customer invoice window , you can edit at “ Customer invoice line at customer invoice window” . Yet these values are not updated on Budget tab. Hence i believe it is never intended to edit at Customer invoice line. So i believe correct approach would be , editing additional line with correct value at sales tab, and going again with invoice preview.
Hi Xavier,
I couldn’t be able to edit the customer invoice line at customer invoice window at preliminary status
System let users edit customer invoices at preliminery stage and this was flexibility coming from “ORDER” module. You can edit both quantity and prices and this is well know flexibility.
+12Hi
When credit invoice is at preliminary status at customer invoice window , you can edit at “ Customer invoice line at customer invoice window” . Yet these values are not updated on Budget tab. Hence i believe it is never intended to edit at Customer invoice line. So i believe correct approach would be , editing additional line with correct value at sales tab, and going again with invoice preview.
Really good explanation of this flow and yes the intended way is to edit the additional line and go through the invoice preview again.
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