Updating/changing invoices after a deposit has been applied and reconciled.

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We're looking at changing over to Sage Online and after watching one of the training videos it mentioned invoices cannot be modified after it has been paid and the payment has been reconciled. Does this restriction apply if only a partial deposit has been received and reconciled against the invoice? We generate invoices outside of the Sage system using a separate booking platform, which has more flexibility to update a customer invoice based on the customer demands. I need Sage to match the other booking platform customer statement, which may change after deposit payments have been received.

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  • 0 in reply to Erzsi_I

    Hi ,

    Thank you for the info regarding updating payments/receipts. Do you know if I'm able to update invoices after a partial payment (deposit) has been applied and the payment has been reconciled.

    For example:

    I enter an invoice for $100
    I apply a receipt/deposit against the invoice for $50
    I reconcile the receipt/deposit during the bank reconciliation for the month

    The invoice in our other software has changed to $110 and I need to now update the invoice in Sage to reflect $110. Can I do this when a receipt/deposit has been applied against the invoice and it's been reconciled?


    Below are screen shots of the training session mentioning the issue I'm inquiring about: