Credit, Remove, View, and Print Invoices

Credit, Remove, View, and Print Invoices

Summary: Safely correct invoices; use View to inspect details; Print anytime.

Quick answer

Use **Credit** to back out a mistakenly billed order after rollup; use **Remove** only before A/R; use **View Invoice** to audit line items and comments; **Print Invoice** is always available.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **View Invoice** to inspect line items; use the **Details** and **Comments** buttons for full context.
    media/credit-remove-view-print-invoices-01.png

    [Insert screenshot for Step 1]

  2. Use **Print Invoice** to generate copies at any time; models can be customized for multiple copies.
    media/credit-remove-view-print-invoices-02.png

    [Insert screenshot for Step 2]

  3. If an invoice was generated in error and is **not** yet in A/R, use **Remove Invoice**, then **Rerate** the order.
    media/credit-remove-view-print-invoices-03.png

    [Insert screenshot for Step 3]

  4. If already posted to A/R, use **Credit an Invoice** to back it out and remove the order from WIP.
    media/credit-remove-view-print-invoices-04.png

    [Insert screenshot for Step 4]

Confirm it worked

The invoice is corrected as intended; WIP and A/R reflect the new state.

Troubleshooting

Avoid using “invoice facility” for review—it creates accounting overhead. Always use **View Invoice** for audit.

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