Hi all,

Here in beautiful Ontario Canada we deal with two taxes. One federal (GST) and one provincial (PST). Everyone has to pay the GST but some people, and for some jobs the PST is not charged.

I sent an invoice to a new client charging both taxes without realizing that said client is exempt from having to pay the PST. They sent me a cheque for the total plus only the one tax (GST). Now if I enter the payment in Billings I will end up with a balance owing. (I haven't entered any payment yet)

How can I edit the invoice to show the proper amount? What can I do about the tax I invoiced but never collected? And how do I clear the balance owing for that client?

Any and all help is greatly appreciated.

Read through all these steps first before trying this out.

-Click on the incorrect invoice you want to correct.
-Then press delete.
-You will get a prompt.
-The first is to delete the invoice. Click YES
-You will then get another prompt.
-This will ask you if you will like to move the slips that were used to create the invoice back into the working slips tab. Click YES for that.
-You will now see the slips in the Working Slips tab. Correct the slips as needed. Then select these slips and recreate the invoice.

Is it possible to assign the same invoice number to the new invoice? Typically, I send corrected invoices with the same invoice number, but include a tag that the invoice is CORRECTED (using an invoice template). However, I'm forced to use a new invoice number.

Hi Jaosn

You can go into Billings Preferences and manually adjust the invoice number downward before you re-create the invoice if you want to give it the same number. Adding the word "corrected" on a one-off basis would be more difficult; as you suggest, it could be done using a template.

HTH,