| KB Article #: |
104411
|
| Summary: |
AR -How to Copy or Reverse a Freeform Invoice
|
| Description: | AR - Copy or Reverse a Freeform Invoice
Resolution:
Go into Accounts Receivable > Work on Freeform Invoice > Copy a Freeform Invoice
Put in your customer and the invoice number you wish to copy
NOTE: If you do not know the customer code or invoice #, you can click on the ? and use the lookup to find it
In the “Copy As” field, click the drop down box. If you wish to copy as a regular invoice, leave as Normal Invoice. If you wish to reverse/credit an invoice, choose the Credit Invoice option.
If you chose the Normal Invoice option, it will copy the invoice number you chose exactly as it was previously entered, including the date and posting period. From this point, you could change anything on the invoice that needs to be changed such as date, job number, etc.
If you chose the Credit Invoice option, it will copy the invoice information as it was originally entered, including the date and posting period, but, in the Items Tab, it will bring the quantity and amount over as a negative/credit amount.
Once you’ve completed the invoice, you can save and post as usual.
See attachment for screenshots
|
|
Attached Files:
| |
To view full details, log in with your Deltek Support Center account.
| |