Adjusting Batched invoices

ap
New Contributor II

How do I adjust invoices that have already been batched

5 REPLIES 5

MissyKJdoors
New Contributor

Go to the invoice and on the left side click on make an adjustment invoice. 

 

JustineWelton
New Contributor III

If not exported yet, it is probably a permissions thing. I had to get my permissions changed so that i can change invoice dates after a batch had been posted. If it's only batched, but the invoice is pending still, than you should be able to edit the invoice.

ap
New Contributor II

I don't think it is that. I have ALL permissions. And I don't want to change the date I want to delete the invoice. The customer was already billed and paid in full it's basically a duplicate invoice that needs to be reversed/deleted.

ap
New Contributor II

Just Batched

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Just batched or exported? 

Randi Thompson
Bill Joplin's Air Conditioning & Heating