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Sales, Swaps, Auction & Approvals/Auction Disc. : Altering an invoice

 

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snowy12
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21 Apr 2019
10:55:16pm

Auctions
I have a buyer who wishes to split the invoice, the invoice total so far is way more than half what the total invoice will be.Is there a way to remove Items from the invoice without losing them.Or is there another way of being able to achieve what I want to do.
Any suggestions?
Brian
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michael78651
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Moderator, MT Member

22 Apr 2019
12:20:58am
re: Altering an invoice

You cannot remove items from an invoice.

However, you can adjust the amount due.

You will need to do this twice for the same invoice (if your agreement is for payment for half and half; for more installments, you will have to do the steps 2 and 3 for each additional installment.

STEP 1: Invoice #1:

- adjust the total amount due by entering a negative amount in the OTHER CHARGES box.
- remember to adjust shipping, if necessary
- add a note in the comments box to remind the buyer that this is installment one
- email the invoice to the buyer

STEP 2: When the invoice has been paid, click on the CLOSE INVOICE button.

STEP 3: Invoice #2 (when the agreed upon time has come for the final/next payment):

- click on the REOPEN INVOICE button
- click on the UPDATE POSTAGE, ETC button
- adjust the total amount due by entering a negative amount in the OTHER CHARGES box.
- remember to adjust shipping, if necessary
- add a note in the comments box to remind the buyer that this is the final/next installment due
- email the invoice to the buyer

Goto STEP 2.

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snowy12
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22 Apr 2019
12:57:08am

Auctions
re: Altering an invoice

Thankyou Michael, I will copy your answer and print it off for future reference.
Cheers Brian

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Author/Postings
Members Picture
snowy12

21 Apr 2019
10:55:16pm

Auctions

I have a buyer who wishes to split the invoice, the invoice total so far is way more than half what the total invoice will be.Is there a way to remove Items from the invoice without losing them.Or is there another way of being able to achieve what I want to do.
Any suggestions?
Brian

Like
Login to Like
this post
Members Picture
michael78651

Moderator, MT Member
22 Apr 2019
12:20:58am

re: Altering an invoice

You cannot remove items from an invoice.

However, you can adjust the amount due.

You will need to do this twice for the same invoice (if your agreement is for payment for half and half; for more installments, you will have to do the steps 2 and 3 for each additional installment.

STEP 1: Invoice #1:

- adjust the total amount due by entering a negative amount in the OTHER CHARGES box.
- remember to adjust shipping, if necessary
- add a note in the comments box to remind the buyer that this is installment one
- email the invoice to the buyer

STEP 2: When the invoice has been paid, click on the CLOSE INVOICE button.

STEP 3: Invoice #2 (when the agreed upon time has come for the final/next payment):

- click on the REOPEN INVOICE button
- click on the UPDATE POSTAGE, ETC button
- adjust the total amount due by entering a negative amount in the OTHER CHARGES box.
- remember to adjust shipping, if necessary
- add a note in the comments box to remind the buyer that this is the final/next installment due
- email the invoice to the buyer

Goto STEP 2.

Like 
1 Member
likes this post.
Login to Like.

"Author: Seasons of Fantasies and Dreams, The Whitechapel Fog"

www.hipstamp.com/sto ...
Members Picture
snowy12

22 Apr 2019
12:57:08am

Auctions

re: Altering an invoice

Thankyou Michael, I will copy your answer and print it off for future reference.
Cheers Brian

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