Edition: Professional, Business, Enterprise
User-level: Director, Assistant Administrator, System Administrator
Learn how to modify existing invoices numbers and dates via a project or straight from the invoice section within Synergy to ensure invoice numbers and dates are accurate. You're able to modify the prefix, number or date.
Modifying the invoice prefix
Locate the invoice to modify by going to the project, then click the Invoices tab
Click the three vertical dot icon on the invoice row and then select 'Edit.'
Click the drop-down arrow to select an alternative prefix from the list.
Click 'Save'
Note: If the prefix is not found in the drop-down list, go to side navigation >click your organisation > Organisation Settings > Financial > Invoice numbers
Modifying the invoice number
Locate the invoice to modify by going to the project, then click the Invoices tab
Click the three vertical dot icon on the invoice row and then select 'Edit.'
Type the invoice number or click the 'blue arrow' to auto-assign an invoice number.
Click 'Save'
Note: The number assigned to the invoice is unique. You can only apply a number that has not been used on another invoice.
Modifying the invoice date
Locate the invoice to modify by going to the project, then click the Invoices tab
Click the three vertical dot icon on the invoice row and then select 'Edit.'
Click on the 'calendar' icon to select a date.
Click 'Save'
Modify an invoice's prefix, number, or date by going into the project the invoice is attached to then search for the invoice from the invoice screen.