How to edit equipment on an exported invoice

Problem

After exporting an invoice, you might need to change the equipment listed because the wrong equipment was installed.

Solution

Direct editing of invoice items is not possible once the invoice is exported. You will need to create an adjustment invoice to remove the incorrect equipment, then manually remove the equipment from the customer record. Lastly, use the adjustment invoice with the correct equipment details.

Edit equipment on an exported invoice

1. Go to the original invoice with the incorrect equipment and create an adjustment invoice.

2. On the adjustment invoice:

   1. Add the incorrectly listed equipment.

   2. Enter a negative Quantity for this equipment to indicate its removal.

3. Go to the location record where the incorrect equipment was installed.

4. On the location record, go to the Equipment section.

5. Find and click on the incorrect equipment.

6. On the equipment record, click Edit .

7. On the Edit Equipment screen, click Remove.

8. Use the adjustment invoice you created in step 1 to add the correct equipment details. Include any changes in the equipment cost and apply the necessary discounts, such as a $1000 discount if needed.

If you are having issues entering a negative Quantity, check to see if the equipment is a tracked inventory item. By default, you can't enter a negative quantity for tracked inventory items. However, you can change this by selecting the Enable Negative Quantity option in the Inventory Configuration settings screen. You must have the correct permissions to view these options.