Utilities

Owned by Mark Jason Brumpton
Jun 19, 2019
2 min read

The only part of this screen that should be used without Journease Support assistance is the Invoicing section on the first tab.

Roll Back Invoices

Use this to roll back the latest invoices that have been created. Select the invoice number, that you wish to roll back to, from the drop down box then click Go

you will be shown a warning that all hard copy invoices need to be destroyed and you will be asked to enter a passphrase to confirm that you wish to proceed

NOTE:-

  •  Although this will preserve the Invoice Numbers for re-use there is no guarantee that the same invoice numbers will correlate to the same Jobs when the invoices are re-processed.
  • When you click go it will "undo" the selected invoice AND ALL  the invoices that have been processed since the selected one.


Un-Invoice

Use this to completely remove a range of invoice, this will destroy any invoices between the From and to invoice numbers, simply select the start invoice and the end invoice (inclusive) and click Go

you will be shown a warning that all hard copy invoices need to be destroyed and you will be asked to enter a passphrase to confirm that you wish to proceed

NOTE:-

  • If you require only one invoice to be removed you will need to put the invoice number in both the From and to boxes
  • The Invoice numbers will be completely deleted and cannot be used again - when the invoices are re-processed they will be given new invoice numbers starting from the next available Invoice Number


Alter Invoice

Use this if you wish to change the Price or the Invoice Date on an Invoice, Invoice numbers will remain intact,

Enter the invoice number that you wish to change and select Go

Enter the new Invoice Date or Price on the relevant job(s) and click Commit and RePrint

you will be shown a warning that all hard copy invoices need to be destroyed and you will be asked to enter a passphrase to confirm that you wish to proceed, once this is done a preview of the changed invoice will be displayed ready for printing or emailing

NOTE-

  • The Price and/or Date will be changed on the invoice and on any reports you may run based on this invoice (e.g. Invoice Summary or Job Profitability)
  • The Price will not show as being changed in the Job Price section of the Financial Tab in Jobs & Quotations, although the Invoice price shown on this screen will reflect the change