Editing a Deal Invoice

Deal Invoices may only be edited if they are in a 'Planned' or incompleted state.

The procedure for editing a Deal Invoice is as follows:

1. Select Customer. Either, click on the ? button, click to select on the appropriate customer and Select [F3], or click in the "Select Customer" box and use the [up/down arrow keys].
2. Once the Customer has been selected, click on the "Select" button. The list of planned deal invoices will appear.
3. Click to highlight the Invoice to be edited, then Select [F3].
4. View [F4].
5. Click on data to change as required.

6. Process [F9], choosing from the following options:

• Process and Complete Immediately. The invoice will be unable to be edited, and a journal will be created.
• Process and do not Complete Immediately.The invoice will be able to be edited by the creation of a new version. No journal will be processed.
• Hold. The invoice will remain in a 'Planned' state and will be able to be edited.
• Delete. The invoice will be deleted.