View source for Updating Sales Tax on an Invoiced Order


'''This page will explain the process of taking an order out of the invoice state, changing information on the order and re-invoicing the customer.'''

'''If you would like information strictly on voiding an invoice please visit our AR wiki [http://www.abiscorp.com/adjwiki/HOW-TO-Issue-Credit.ashx here!]'''


===Q. How can I change the sales tax on an invoice that was already sent to the customer?===

Once an Invoice is created for an order it is impossible to change any of the data within that record. Adjutant's security only allows us to bill for items that have been shipped. In order to keep everything uniform all of the information such as; tax rates, address information, and item pricing is all pulled over from the sales order. In order to change any of this we must first back track through the process to the Sales Order screen. 

====Steps====
'''Voiding Original Invoice'''

When an invoice is originally saved it will be permanently visible to end users, however when we create a credit for the customer it will update the accounting (AR and Inventory) automatically.

STEP 1: TRANSACTION  >>  ACCOUNTS RECEIVABLE  >> AR INVOICE MASTER

STEP 2: Enter the invoice number you wish to void in the '''Invoice Number''' field.

STEP 3: Click the '''Issue Credit''' button and verify you want to issue a credit for the invoice.

STEP 4: Click '''YES''' to apply the credit memo to the original invoice.

STEP 5: Click '''OK'''. 

'''Updating Tax Information'''

Tax information is stored in the customers ShipTo attribute for more information on how to create Ship to records see the links below in ''Additional Information''

STEP 1: Open the Sales Order Screen

STEP 2: '''Edit''' the Header Tab 

STEP 3: Select the correct Shipto record needed.

STEP 4: Click the '''UpTax''' button to confirm that the line items are using the new tax table

STEP 5: Click the '''Save''' icon on the Header tab

'''Re-Invoicing the Sales Order'''

Multiple processes are used to invoice and ship orders, follow the internal best practice for shipping orders that were used to create the original invoice.
This example will walk through the process from the SO screen.

STEP 1: Click '''Ship''' on the lower right hand side of the Sales order screen

STEP 2: Select the line items that are going to be invoiced. ''Note'' Quantity can be selected here if partially shipping a line.

STEP 3: Click '''Yes''' when prompted Print Invoice

STEP 4: In Message Control for the new invoice select the best method to send corrected invoice to the custoemr

===Video Walk-thru===

===Additional Information===

====Info on this process====

For information on Adjutant's AR Invoice Master [http://www.abiscorp.com/adjwiki/invmast.ashx click here!]

For specific information on how tax is calculated during the Sales Order process please see our Tax Calculation wiki page [http://www.abiscorp.com/adjwiki/SalesTax.ashx here!]

For more information on setting up the ShipTo record please see our Attribute wiki page [http://www.abiscorp.com/adjwiki/shipto.ashx here!]

For detailed processes concerning Adjutant's Print Invoices screen see our wiki page [http://www.abiscorp.com/adjwiki/printinv.ashx here!]

====Other Sales tax Info====

For basic information on multiple sales tax processes in Adjutant [http://www.abiscorp.com/adjwiki/AllPages.aspx?Cat=Sales%20Tax click here!]

For specific information on updating existing orders that have had a change in the tax rate see our wiki page [http://www.abiscorp.com/adjwiki/TTUPDATE.ashx here!]

[[category:Accounts Receivable]]