michael78651
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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