Once an invoice has been created a user has the ability to edit the high level information associated to the invoice or remove/add tickets to an existing invoice. Please follow the steps below to accomplish.
How to edit high level information to an invoice
- On left hand side, filter/search for the invoice you would like to edit and click search
- In the top right grid, Invoice Totals Grid, click on the invoice you would like to edit
- Alter the high level invoice fields/attributes and click OK
- On left hand side, filter/search for the tickets you would like to add to existing invoice
- In the bottom right grid, Ticket Details Grid, select the tickets you would like to add
- Users can click first ticket/row, scroll to bottom, click shift + hold, and then click last ticket row. This will select all tickets.
- User can select a ticket/row, hold CTRL + click and select all other tickets
- Once tickets are selected click Add to Existing Invoice button at bottom
- Enter invoice # you would like to add these tickets to and click search
- Click OK. Tickets will now be added to pre-existing invoice
How to remove tickets from a pre-existing invoice
- On left hand side, filter/search for the tickets you would like to remove from existing invoice
- In the bottom right grid, Ticket Details Grid, select the tickets you would like to remove from an invoice
- Users can click first ticket/row, scroll to bottom, click shift + hold, and then click last ticket row. This will select all tickets.
- User can select a ticket/row, hold CTRL + click and select all other tickets
- Once tickets are selected click Remove From Existing Invoice button at bottom
- Click OK to confirm removal of tickets from invoice or click Cancel to not execute this change.
