Asking Again Regarding Adjusted Invoice Printing...Anyone?

epicor
(Corrinna Jordan) #1

(**FYI - I was required to choose a “Tag” and I have no idea what any of them are, so I just picked one.)
Hello - I am trying to figure out if there is a way to print out an invoice with the adjusted invoice amount/balance. Right now, even though the correct/adjusted amount is showing in AR Tracker, anywhere I try to print from still prints with the _original_balance due. This has caused us to have to credit an entire invoice and re-bill, even though maybe only one line needs correction, in order to send a copy to the customer. Can someone please help? Thank you!

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(Calvin Krusen) #2

Would a customer statement work? Should show all the invoices, credits and payments applied.

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(Corrinna Jordan) #3

Thank you for your reply! Unfortunately, we have some customers that want the
adjusted invoice, with the new invoice amount. They will not accept a statement or copy of the Credit Memo to take it’s place. :confused:

Thank you!

Corrinna JordanAccounts Receivable Specialist
office: 760.893.8187 **| **fax: 760.607.0125
Spinal Elements3115 Melrose Dr. Suite 200

Carlsbad, CA 92010 www.spinalelements.com Privileged and Confidential Communication:

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(Calvin Krusen) #4

As painful as it might seem, doing an Cancellation Invoice to “undo” the original one, and then making a new correct one, is the way to go.

Don’t use the Cancellation Invoice if you’ve already done credit memo against the original.

Off the record … Our AR person has printed the invoice to a PDF and then edited it to what the customer needed. Everything was correct dollars-wise, and what they remitted, matched what was due.

E10 allows you to save the preview as a Word DOC format making the edit even easier. But that’s E10.

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(Simon Hall) #5

Possible other option is to have another report style for Adjusted invoices modify the report to include the correct fields… I must be there as it is showing on the tracker (or it is calculated).

Although @ckrusen idea sounds like a quick win, if you don’t have a lot of adjusted invoices.

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(Corrinna Jordan) #6

Thank you for your help!

Corrinna JordanAccounts Receivable Specialist
office: 760.893.8187 **| **fax: 760.607.0125
Spinal Elements3115 Melrose Dr. Suite 200

Carlsbad, CA 92010 www.spinalelements.com Privileged and Confidential Communication:

This e-mail message and any attachments may contain information that is CONFIDENTIAL and/or privileged and is intended only for the use of the recipient(s) named above. If you are not an intended recipient, you may not review, copy, or distribute this message.
If you have received this communication in error, please notify us immediately by e-mail and delete the original message and all attachments. Thank you.

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