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Sales, Swaps, Auction & Approvals/Auction Disc. : Changing Invoice details

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londonbus1
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03 Dec 2015
11:52:42am
A question for which I have tried to find answer in the 'help' section but without luck.
How do I change details on an invoice ? If I want to give a discount to someone, how do I go about taking a dollar or more from an invoice ?

Is there a way ?

Thanks in advance for any assistance.

Londonbus1
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meostamps
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03 Dec 2015
12:21:37pm
re: Changing Invoice details

Michael,

When preparing the invoice, (if you want to give someone a $1.00 discount as an example), put a -1.00 in the other charges field. This will subtract $1.00 from the final total.

Mike / meostamps

Must have the '-' sign before the amount to make it subtract.

PS If you have already created the invoice, you will need to cancel it and re-do it as above. No way that I know of to adjust an invoice once it has been created.

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Cactusjack
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03 Dec 2015
01:24:02pm
re: Changing Invoice details

If an Invoice has been sent you have to Re-open the Invoice to make changes. To the best of my knowledge after re-opening an Invoice you can add items, remove items, change shipping charges and add or change information in the charges field.

Cactusjack

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meostamps
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03 Dec 2015
01:35:20pm
re: Changing Invoice details

Jack, you are correct about re-opening the invoice. I forgot about that.

Mike

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londonbus1
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03 Dec 2015
03:10:03pm
re: Changing Invoice details

Keep getting told that 'the postage amount can only be numeric'. Same with the
'other charges' box.
So the '-' is not registering.

Might have to leave it.

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meostamps
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03 Dec 2015
04:30:12pm
re: Changing Invoice details

Michael, use the box under the postal one marked "Other charges". That box will take a negative (-) number to reflect a discount.

Mike / meostamps

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londonbus1
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03 Dec 2015
05:16:34pm
re: Changing Invoice details

Thanks, it seems to have worked although I did try it a number of times without success.
Perseverance pays positively !!

All good, thanks Meo and all.

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