Amend a Part Paid Tax Invoice

To make changes to an invoice that has already been part-paid, you’ll need to reverse the payment first.

Getting Started

You cannot reverse a payment if it has already been reconciled. Contact our Support Team if you need to reverse a reconciliation.

1.    Select Invoices from the left menu of the triConvey Companion Site Web App.

2.    Locate and open the Invoice that requires amendment.

Tip:  You can use the filters to locate Overdue or Unpaid invoices quickly.

3.    Select the Payments tab.

4.    Click on the payment entry to open the View Payment window.
 

5.     Select Reverse.

6.     Enter a reason for the reversal.

7.    Select Process to confirm.  The Edit button on the invoice will be available once there are no payments applied to the invoice.

8.    Select Edit and make the necessary changes to the invoice.

9.   Finalise the invoice and re-add the payment that you reversed earlier.