Adjust Invoice details - exported invoices eg SIDE

Adjust Invoice details - exported invoices eg SIDE

If an invoice has been exported in the daily close changes cannot be made directly on the invoice, it can only be opened in a "View" screen.

There are certain changes that can however be made to non-financial data.  For example, the LEFT/RIGHT SIDE to which serial numbers are assigned can be updated.
The "Help" manual provides more information on this feature. Go to Utilities>Adjust Invoice details then open the help manual.


    • Related Articles

    • Fast-Track Invoices

      Fast-Track Invoices are designed for a sale that requires less information than the traditional device sale. Designed to be a simple sale, Fast-Track Invoices cannot have funding sources or products that require a serial number. Fast-Track Invoices ...
    • Aurora - How to Return Invoice (private)

      Returns can be done from the Return Invoice function on the menu Sales, Repairs & Orders.  Select Invoice Type “Sales Invoice” to completely return all items on the private invoice. Click the CONTINUE icon to accept and return this invoice. Next, ...
    • Email Template and Company Email Configuration Instructions - MANAGE

      With the assistance of your IT person to provide email account details, it is possible to configure emailing from Manage to enable the following: Email documents to Patients (but not to Funders) Email reports from the Report Scheduler to staff ...
    • Report Scheduler - Scheduled report appears to have run but the file was not available for download - were there any details to export?

      You have a scheduled job set up to run Export Patients and Export Invoices – which, for example, may run every Monday at 7am.  This week, the job appeared to have run but the file was not available for download for Export Invoices, per the ...
    • Inactive HA display in Summary, how to fix

      When a serial number is changed on a Repair, and the old s/n marked as inactive, the Summary Patient screen does not take into account the "Inactive" status.  Note: When a serial number is exchanged in a repair, we add the trx to "Competitive HA's".  ...