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We have many documents that have to be changed constantly. Tax Exemption Forms, Charts and Invoices. This makes it very easy.
The site is intuitive and everything is organized in a no fuss manner. Scanning in documents and making changes is easy.
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The printing of documents can be tricky sometimes. Most of the time I save as a PDF and open with Adobe.
Recommendations to others considering the product:
Have the basic Adobe software as well. It makes printing documents, in the proper size, much easier.
What problems are you solving with the product? What benefits have you realized?
We have many documents that have to be changed constantly. Tax Exemption Forms, Charts and Invoices. This makes it very easy.
2019-05-28
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Amend Line Invoice Feature
The Amend Line Invoice feature offers a straightforward solution to modify invoice line items effortlessly. You can update details quickly, ensuring that your invoices reflect accurate information. This feature empowers you to maintain clarity and professionalism in your billing process.
Key Features
Easily edit line item descriptions and quantities
Adjust pricing and apply discounts as needed
Add or remove line items to tailor invoices
Preview changes before finalizing updates
Save time with bulk editing options
Potential Use Cases
Correct errors in invoices before sending them to clients
Update pricing structures based on ongoing promotions
Customize invoices for different projects or clients
Ensure compliance with accounting standards and practices
Facilitate communication with clients by providing revised invoices
Using the Amend Line Invoice feature helps you eliminate confusion and misunderstandings with clients. You gain the flexibility to present accurate billing that aligns with your business needs. By streamlining the invoicing process, you can enhance your customer relationships and reduce disputes over billing.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do I amend an invoice?
Go into your original invoice and set it to edit. You will want to immediately adjust the invoice number and save the file as the revised, so you have a copy of both. Adjust the date of the revised invoice. Format any changes to the original invoice as needed based on unit cost and tax pricing.
How do I edit an invoice?
0:04 1:40 Suggested clip Editing and Deleting Invoices and Bills | Hero Accounting Software YouTubeStart of suggested client of suggested clip Editing and Deleting Invoices and Bills | Hero Accounting Software
Can you change an invoice?
Changing invoices that have already been issued If you would like to change the original amount issued on the invoice to either higher or lower, you will need to issue a credit note. Instead, you can simply create a new invoice with the corrected information, and send the new bill to your customer.
How do I edit a tax invoice?
Find and open the unpaid invoice. Search for the invoice if you know the customer name, invoice number or invoice amount. Click on Actions Edit and adjust the invoice details. Click Print Preview to check your invoice layout and details. Click Save.
Can I edit an invoice in QuickBooks?
Start QuickBooks and select “File” from the top menu bar. Click “Open or Restore Company,” then choose the “Open a Company File” option and click “Next.” Open the Customer Center and locate the invoice to be edited. You can change the quantity, price and description for each line item on the invoice.
Can an invoice be changed?
Changing invoices that have already been issued If you would like to change the original amount issued on the invoice to either higher or lower, you will need to issue a credit note. Instead, you can simply create a new invoice with the corrected information, and send the new bill to your customer.
Is changing an invoice illegal?
It's not illegal, per se, to amend an invoice that you've raised, but it is covering your back as it could invite litigation if you amend your own version of it without cancelling the original version — in particular if the customer has actually paid against the original.
What happens if an invoice is incorrect?
If an incorrect invoice has been sent, the business must issue a cancellation invoice with its own, new invoice number. This will include a negative invoice amount, as well as the original invoice number and the date it was issued. Then, a correct invoice can be raised with a different invoice number.
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