Problem
A job was booked under the wrong business unit and the invoice has been exported. You need to correct this.
Solution
Clear out the invoice balance on the original invoice
Go to the original invoice with the incorrect business unit and create an adjustment invoice to clear out the invoice balance.
Unapply any payments from the original invoice.
Export the adjustment invoice to match the information with your accounting software.
Replicate the job under the correct business unit
Go to the customer profile and book a new job for the same date.
Attach the new job to the project, if applicable. This helps keep your records organized.
Replicate the timesheet from the original job on the new job record and edit the timesheet as needed to match the original job.
Delete the timesheet entry from the original job to avoid overlap.
Apply payment to the new invoice
On the new invoice, click Collect and apply payment.
On the Collect and Apply Payments screen, you should see the credit available.
Apply the credit from the original invoice to the new invoice.
Export the new invoice.
Ensure correct reporting
Check that the negative invoice and the new invoice are correctly reflected in your revenue reports.
Adjustment invoices might not show up in the revenue report by default. Check the report settings or notes for details.
If necessary, adjust the report to include adjustment invoices for accurate tracking.