After an Order has been invoiced and closed, edits can still be made as needed. To do so, follow the steps below and make the required changes.
TABLE OF CONTENTS
Editing an Invoiced Order
To find all orders, navigate to Sales / Orders.
1. Select an invoiced or closed Order from the list.
a. The search bar can be utilized to easily find an Order using the Order Number, Company / Contact, Description, Salesperson, Total, Location, or Status.
b. The status column on the right will display which Orders are Invoiced or Closed.
2. Hover over the Locked icon and select Unlock Order. Keep in mind this changes the status of the Order from Closed to Work in Progress and resets the invoiced and closed date milestones.
3. Make any needed edits.
Note: If a payment has been applied to the Order, the Customer cannot be changed.
a. All of the line items will still be locked, even after unlocking the Order. So to update line items, they will need to be unlocked using the lock icon on the right hand side of the line item.
b. All line items will have their status automatically updated to "Invoicing." This can be adjusted at any time and will automatically update to "Invoiced" once the Order has been closed again.
Lock Order
When you have finished editing, your Order can be locked by changing the Order Status to Invoiced.
1. Click on the ellipsis in the upper right corner of the Order.
2. Select Update Order Status.
3. Use the dropdown menu to select Invoiced.
4. Click the green Apply button.
Note: Orders can also be locked again by changing each line item status to Invoiced.
