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How do I correct a sent invoice?

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Julien S Thomas

Apr 12 10:42 (NZST)

Hi. I created an invoice for billable hours. This was then sent to XERO and marked as sent.

However I made a mistake and I want to go back and change some of the hours billed and generate a new invoice.

How do I do this?

I cannot delete the invoice as there seems no option to delete.

Similarly I can not edit the invoice.

 

And of course that means I can not edit the hours either since they are marked as 'billed / approved" etc.

Maybe I can not fix this?  In which case what can I do to reconcile the correct hours and Flexitime / Xero?

 Thanks in anticipation for any help / advice you can give.

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Julien S Thomas

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When you mark invoices as Sent you get the following prompt: Marking the selected invoices as sent will finalise them and disable editing or removing. Are you sure you wish to do this?

FlexiTime doesn't have any way of then reversing the invoice status back out. However it is something we at FlexiTime are planning on changing in the near future. You're probably best to manually adjust this invoice in Xero. And hold off marking the invoices as Sent until they're finalised and sent to the customer.

Robert Owen 0 votes
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