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UP Fabricating

Adjust the customer and invoice description after posting

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In Sage BusinessWorks, we have a customer that is specifically for walk ins called "CASH". I have an invoice for a customer that was paid with cash before the invoice was "posted" and now my boss wants this detail adjusted to change the customer from CASH to a new customer, and the Item Descriptions changed from what is currently there to a new description.

I have tried voiding the invoice but it will not allow me to select "CASH" as the customer ID, nor will it allow me to simply select the invoice # I wish to void because it has already been marked "closed". I have tried voiding the receipt that was attached to the invoice, but to no avail. 

Is there a way to change the customer and item description after an invoice has been paid and posted to cash?

  • 0

    To void an invoice to the cash customer  select the AR credit memo option.  Enter cash for the customer ID then use the invoice lookup to find the invoice.  Once selected check the void invoice check box. You can only void the invoice if the month has not been closed.

    If the month has been closed the void invoice check box will not be available.  You will need to distribute the credit memo to the sales accounts

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