Revising a Billing After It Is Sent To the Customer
If a billing needs to be corrected after it has been sent to the client, complete one of the following options.
Follow the steps in Option 1 if a draw request needs to be revised; follow the steps in Option 2 to revise an invoice.
Option 1: Revising a Draw Request
This option reverses the selected draw request and creates a credit memo.
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On the Site Map, click .
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Click the Reverse button to display Reverse Last Draw Request screen.
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On the Reverse Last Draw Request screen, complete the Job and Customer fields.
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In the Application field, enter the number of the draw request that is to be reversed.
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Complete the G/L date and Batch code fields and then click Preview.Note: Do not select the Clear current period amounts checkbox.
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Click Preview buttons.
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On the Site Map, click .
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Click Preview to review the A/R credit memo resulting from the draw reversal.
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Click the Update button.
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In the Sales Journal / Update screen, complete the Selections portion of the screen and click Preview.
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Review the listing for accuracy and then select Continue.
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On the Site Map, click and make the appropriate changes to the draw.
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Click the Print button. Preview the listing. Review the data for accuracy.
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Update the new draw request.
Option 2 - Revising an Invoice
This option reverses the incorrect invoice and creates a credit memo.
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On the Site Map, click .
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On the Invoice Entry screen, click the Reverse button.
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Complete the Customer code and Type fields.Tip: The Type is the type of transaction you are reversing. For example, to reverse an existing invoice, select Invoice.
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In the Invoice # field, enter the number of the invoice or credit memo to be reversed.
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The invoice's details, including description and totals, displays at the bottom of the screen. Review the information to ensure you have selected the correct invoice to reverse, and click OK.
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The Reverse Invoice window automatically displays. Complete the G/L date and Batch code fields.
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Select the Create reverse item option and then click OK.
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Click the Update button. The Sales/Journal Update screen displays the invoice information that will be updated. Review the information and make any necessary changes.
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Click Preview and then click the OK button.
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The Sales JournalUpdate screen displays. Select Continue and then click OK.
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Once the software has performed the update, it will return you to the Invoice Memo Entry screen. Proceed to re-create the invoice using the correct billing amount.
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Once all of the necessary invoice information is entered into Spectrum, click OK until you return to the Site Map.