how to edit an invoice in reckon premier account

Ang
Ang Member Posts: 2 Reckoner Reckoner

Hi, How can i edit an amount that i received and entered incorrectly under the Customer Receive Tab?

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi Ang

    Is it the invoice or the payment you want to edit?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Ang
    Ang Member Posts: 2 Reckoner Reckoner

    Hi Shaz,

    Thanks for replying :)

    it's the payment amount.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Open the Payment & edit the amount accordingly in the Amount box. This will then generate an over/underpayment note at the bottom of the screen.

    De-select the invoice (click on the tick next to the invoice you've allocated it to) & either re-tick it again - if the payment's an exact match - or enter the partial amount to be applied in the Payment column.

    Make sure you Save it to update.

    TIP: In your Preferences (under the Edit dropdown menu > Preferences > Sales & Customers > Company Preferences), you can set it to automatically allocate when entering the Amount &/or to automatically calculate the Amount as you tick 😊:


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)