Hi , Need information regarding items

Derek
Derek Member Posts: 4 Novice Member Novice Member

Iv just noticed i have set up some items incorrectly , If I correct this will the system automatically up date invoices produced using the incorrect set up .. If not how do I change th invoices to reflect the correct item set ups.

Set up as expenses only for parts I purchase when it should be items I buy and sell , ie expenses and income

Answers

  • Nickiu
    Nickiu Reckon Alumni Posts: 227 Former Reckon Staff Member Former Reckon Staff

    Hi @Derek

    Once you update the items to the correct setup, I recommend reviewing the invoices to see if they automatically update. If they don’t, you’ll need to delete the incorrect items from the invoice and then re-add the updated items. This will ensure the invoice reflects the correct item setup with both expenses and income.

  • Derek
    Derek Member Posts: 4 Novice Member Novice Member

    Thanks for that , is there a way to change item on paid invoices ?? Looks like they are locked once marked paid

  • Nickiu
    Nickiu Reckon Alumni Posts: 227 Former Reckon Staff Member Former Reckon Staff
    edited February 14

    Hi @Derek

    To correct the paid invoice, you will have to unlink the payment first by Click on Already paid value and Unlink.

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    Please let me know if you need further concerns or not.

    Cheers