We have a client who invoices out of OE. We create the order, ship it, create the invoice and packing list all without issue.

What happens though is after the invoice has been created and the items are there waiting to be physically shipped to the customer (the order might sit there for a few hours) the customer might phone back and indicate we made a mistake on the order and instead of ordering 100 items we only want 10.

Yes, we can go the credit note route etc. but was curious is there was a quicker way of essentially "modifying" the invoice already created.

Hope this makes sense and thanks for any suggestions in advance.

No, doing so would be a GAAP compliance violation.

Scott:

Can they change their process so that the Invoice is created after the goods have shipped?

Scott:

In OE the invoice is created after the quantity shipped is entered, which should be done after the physical shipment.

Do you have OE set to auto populate the quantity ordered to the quantity shipped?

Hello Doug,

We have set the switch in the Company Profile "Quantity Shipped on Orders" to on so that we can continue to "add/modify/delete" to the order without creating the invoice. This seems to be working.

Once the Quantity SHipped is > 0 then by default the order will post to Invoice. You should also set the Default Posting = Orders.

Thanks Doug!