Easily Replace Smart Field in the Service Invoice

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How to Replace Smart Field in the Service Invoice

5 out of 5

9 votes

hello this is bobby from my service depot today we will be going over how to correct an invoice that has been posted over to quickbooks first we will need to delete the incorrect invoice inside of quickbooks we could choose delete from the top or we can right click and choose delete invoice from the drop down select ok to delete the invoice and we will then head over to smart service and open up the customer record from here we will go to the history tab we will then select the history record to be deleted and well choose delete in the top right now deleting a history record is permanent so you want to make sure this is the correct one click yes and the history record will be deleted we will then go over to the locations tab from here we will need to choose include in active locations in the top right and we will need to select the day from the list double click on the job to open it and then in the bottom left were going to have to check the job is active checkbox and in the job sta

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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Can you change details on an invoice?

Credit notes can cancel incorrect invoices If a business makes a mistake on an invoice they have already sent to their customer, they must cancel the invoice with a credit note and then issue a new invoice.

How do you respond to an incorrect invoice?

5 ways to deal with a disputed invoice Ask questions and investigate. Its tempting to get defensive when a customer disputes an invoice. Help the customer understand theyre mistaken. If the customer is in the wrong, dont start accusing. Propose a mutually beneficial resolution. Escalate Enforce your legal rights.

How do you fix an invoice mistake?

In cases where you want to delete or amend an invoice, a credit note will usually suffice as the solution. A credit note allows you to effectively - and legally - cancel an invoice. Its required by law that you always keep a copy of all invoices you issue for control purposes.

Can you change a name on an invoice?

Yes you can edit a customers name once an invoice has been sent.

Where can I edit an invoice?

How to edit an invoice Go to Get paid pay and select Invoices (Take me there). Scroll to the invoice you wish to edit and click on it to open it up. Make the necessary changes. Click Save and Close (or Save and Send).

How do I change the invoice field in Xero?

You can update your contact details, invoice terms or payments details. Click the organisation name, then select Settings. Click Invoice settings. Find the template you want to edit, click Options, then select Edit. Make your changes. Click Save.

Is it legal to modify an invoice?

In general, it is possible to amend an invoice in situations where a business made an error or the invoice is missing certain information. Invoices that have not been sent to a client should simply be amended and reviewed again before being sent.

How do I amend an invoice in SAP?

Click Edit. The Invoice Entry page appears. Edit the header information as needed. To edit the details for a line, click the Details link for the appropriate line and make the required changes.

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