Can I unlock an Invoice and amend?

Wednesday 23 December 2009 10:33:03 am

Once you invoice a funeral / memorial, an invoice is created which you then lock. This means the details get added to the 'Accounts receivable' file for monitoring what is paid and not paid. It also stops anyone from altering any amounts as it is presumed that the invoice has then been physically posted.

If you have made a mistake when invoicing, you should use the 'Reversal' button on the funeral / memorial record (under the 'Status' tab). This will then create a credit note for the invoice (basically a negative invoice) and also ensure the 'Accounts receivable' file is updated. It will also unlock the funeral / memorial record allowing you to make any changes there. You can then invoice this record again and a new invoice will be generated, which you should then also lock.
This process can be repeated again if you find you have done something else wrong.