Invoice and Salesperson Correction

Allows users to:

1.Reassign an invoice from one customer to another.

2.Change the sales rep (salesperson) linked to an invoice.

3.Delete an invoice.

Invoice and salesperson corrections

Reassign invoices between customers.

Directly move the invoice from one customer to another with the Smart-It built-in tool.

Go to: Ledger > Corrections > GL Transactions and select the Invoice and Salesperson Corrections tab.

1.Enter the invoice number to change.

•The current customer will display..

2.In the Change to Customer field, select the new customer.

3.Click Process

Change the representative (salesperson) on an invoice.

Go to: Ledger > Corrections > GL Transactions and select the Invoice and Salesperson Corrections tab.

1. Enter the invoice number

2.The current rep will be displayed.

3. Select the new rep.

4. Click Process

Note: You can also change the Sales Rep by right-clicking on the Invoice in the Invoice Lookup form.

Tip: To auto-fill in the invoice number:

Go to: Ledger > Gl Details

1.Right-click the invoice

2.Select Correct This Entry

3.The invoice number will auto-fill in the correction tab.

See also: Invoice Corrections