Summary

There are 2 types of invoice edits that Tabs Supports:

1. Edits that do not impact General Ledger (GL)

2. Edits that impact General Ledger

Edits that do not impact GL

What sections of an invoice can I edit that does not need to be sent to the GL?

• Customer Information

  • Billing POC

• Purchase Order number

• Invoice Memo

Edits that impact GL

Any edits that require information to be sent back to the general ledger (GL), the invoice will need be reset, edited, then resent.

What information gets sent to GL?

1. Invoice Number

2. Dates - Invoice date & due date

3. Payment Terms - Impacts due date

4. Line item specifics

   1. Name

   2. Quantity

   3. Service Period

   4. Amount

   5. Integration Item

Steps to edit a sent invoice:

1. Navigate to the billing page

2. Click on the invoice that you want to edit

3. Select the three vertical dots at the top of the invoice.

4. Click Revert to Draft

   1. This will reset the invoice to DRAFT status & remove the invoice from ERP

5. Make edits

6. Select Apply

7. Send updated invoice to customer (will send new invoice to GL)