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 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