CAS 309: How to Fix a Sales Order

If an SO is invoiced and we have to make corrections how do we do that 1. Find the sales order that is needing to be fixed 2. Click "Invoices" 3. Click "Reset to Draft" 4. Click "Ok" 5. Click "Edit" 6. Fix whatever is needing to be changed on the invoice. Ex: Amount of product that was taken, invoice date, salesperson, etc. 7. Click "Save" 8. Click "Transfer & Pay" 9. Then make sure to reconcile the payment since it has already been paid for & the monies match up