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

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

Additional Information

Info on this process

For information on Adjutant's AR Invoice Master click here!

For specific information on how tax is calculated during the Sales Order process please see our Tax Calculation wiki page here!

For more information on setting up the ShipTo record please see our Attribute wiki page here!

For detailed processes concerning Adjutant's Print Invoices screen see our wiki page here!

Other Sales tax Info

For basic information on multiple sales tax processes in Adjutant click here!

For specific information on updating existing orders that have had a change in the tax rate see our wiki page here!