Edit a Part Paid Tax Invoice

To amend a part paid Invoice, first you need to reverse the payment and then you can edit the Invoice.  Be mindful however, as you cannot reverse a payment if it has already been reconciled.

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

2.    Locate and open the Invoice you want to amend.

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.     Type the reason for the Reversal.

7.    Select Process.

8.    Select Invoices from the left menu and locate the Invoice you want to amend.

9.    Click the invoice to open.

10.  Select Edit and then Edit This Invoice.

11.  Edit the invoice.

12.   Select Final and then click Finalise Draft.

Tip: Remember to record a payment to the invoice that was Reversed.