Accounts Receivable
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      Invoice Revision

      This article will show you how to add an invoice revision to an existing invoice in the system

            Quick Reference Video Summary

      • This functionality adds additional charges when invoices have already been sent out to the customer.
      • This can be completed from the Shipment Profile's Accounting drop-down and the Invoice Search / Collections Detail screen's Modify Invoice button in the Actions column on the far right of the screen.
      • Once in the Modify Invoice modal, you will see the R1 is automatically added to the Invoice Number; you can do two things here:
        • Add Invoice Adjustment: used to add charges to an invoice that may have been left out
          • You can set whether you want to Recalculate Commissions based on these invoice changes or whether you want the Invoice to be resent to the customer with the updated corrections using the flags.
          • Any Accessorial that already exists on an Invoice will not display as a selectable option.
        • Modify Invoice Details: used to modify the details of the existing invoice; you will be able to edit the Amount, Invoice #, Invoice Date, or Invoice Due date.