Invoicing

[Judy King]

Hi.

I am fairly new to the Peachtree system. My association does a lot of invoicing for a particular annual meeting. How is the best way to handle invoicing that are constantly being changed? A situation in point - received a deposit in the Fall, sent out an invoice in December, changed in January, changed again February and so on and so on. What I have done previously is to cancel prior and reissuing new one. Is there a simpler, better method?
Thanks.

[dringstrom]

I'm not sure why you're changing the invoice over and over. I'd just submit a new invoice, or credit memo, each time that a change is made. These invoices/credit memos would just be for the net difference. You can then print out a sales journal for that customer if they need to see all of the changes in one place.

Hope that helps!

[Judy King]

If I just change the original invoice, when do the changes occur? Are the changes reflected for the month they occur or do they go back to the original month? The couple of times I tried to adjust the original invoice it changed the a/r. I need the changes in the month of occurrence (a/r needs to remain same as published BOD monthly reports). What if the particular customer do not want to see all the changes? They want a clean invoice. Thanks.

[Marka]

I too am baffled as to why you need to make changes on the same invoice. Would be helpful to know what you are changing maybe so we can give you better advise on how maybe another more efficient way to handle it instead of changing it.

Mark

[dringstrom]

You can't have it both ways...if you edit the original invoice, it's going to modify your A/R in the period that the invoice is dated. You're describing an atypical situation here. Perhaps you need to just enter a change invoice each time, like I suggested, then maintain a separate invoice that your customer sees in Word or Excel.