Billed/Invoiced the Customer-Need to Undo

Yahoo Archive
1

Yeah I think they changed it in E10 then….

Manasa

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 09, 2015 1:44 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Billed/Invoiced the Customer-Need to Undo.

 

 

We are on E9, and we did utilize the cancellation option and it simply created a credit memo (not a bad option though seeing once the invoice # is inputted it pulls in the information automatically).  Thanks for the tip.

Matthew

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.
2

I believe I know the answer already, but here it goes.  Is there a way to cancel/void out an billed invoice once it is posted (shows on their account as owing, and it is on the AR aging of course)?  Their are two ways that I know of:

  1. Issue a credit memo
  2. Do a Write off/Adjustment

Thanks in advance for any input. 

3

Are you in E10?  If so, try out cancellation invoice (its under actions).  It is the only way you can re-invoice with the normal SHP invoice.  Otherwise you are forced to do a misc invoice.

 

Manasa

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 09, 2015 11:43 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Billed/Invoiced the Customer-Need to Undo.

 

 

I believe I know the answer already, but here it goes.  Is there a way to cancel/void out an billed invoice once it is posted (shows on their account as owing, and it is on the AR aging of course)?  Their are two ways that I know of:

  1. Issue a credit memo
  1. Do a Write off/Adjustment

Thanks in advance for any input. 

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.
4

We are on E9, and we did utilize the cancellation option and it simply created a credit memo (not a bad option though seeing once the invoice # is inputted it pulls in the information automatically).  Thanks for the tip.

Matthew