Edition: Professional, Business, Enterprise
User-level: Director, Assistant Administrator, System Administrator
Previous steps: N/A
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:
Going to the invoice screen
Click the pencil icon and select 'Modify.'
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 the Organisation dropdown > Settings > Organisation > Invoice Numbers to add/update the invoice prefix.
Modifying the invoice number
Locate the invoice to modify by:
Going to the project:
Going to the invoice screen
Click the pencil icon and select 'Modify.'
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:
Going to the invoice screen
Click the pencil icon and select 'Modify.'
Click on the 'calendar' icon to select a date.
Click 'Save'
Modify and invoice's prefix, number or date by going into the project the invoice is attached to our searching for the invoice from the invoice screen.
Where to next?
What other features does this relate to?