Editing Invoice Number
To update an invoice number on the Exported Records page:
- Navigate to the Integration Home Page
To access this page, choose Integration Home from the Tools menu at the top of any page.
- Select the Exported Records tab.
- Select the invoice you want to edit and select the Gear menu
> Edit Invoice Number.
The Edit Invoice Number dialog box displays.
- In the Edit Invoice Number box, enter a new invoice number.
- Enter a comment.
- Select Save.
The new invoice number is saved and will be updated on the Exported Records page when the invoice is re-exported.
Notes:The system tracks the name of the last user who changed the invoice number and the time of the change.
Last Published Wednesday, July 10, 2024