Sometimes, when we try to create an invoice, there may be some mistake during creating the transaction invoice and in certain conditions, it requires you to change the transaction date. In the following article, we are going to explain the steps how to change the transaction date using the posted date editor.
On the image below, there are three invoices for 22 September 2021, We're going to change the date because there are some mistakes when creating those invoices.
Step 1. Go to Orders, then Check Invoice Date
Check invoice that you want to update the date.
Step 2. Login to DealPOS Tools
Step 3. Go to Transaction, then Click Posted Date Tab
You can go to the Tools app on this link : DealPOS Tools
Step 4. Set Parameters, then Click Process
On the image above, here we will change the invoice from 22/09/2021 to 21/09/2021
Created date is sometimes different from invoice date.
Step 5. Posted Date Editor was Successed
Step 6. Recheck the Changes in DealPOS Orders
You can check the edited Invoice Posted Date in the orders menu to make sure that the data has been changed to the date it was posted to 21 September 2021.
You might also like to these related articles below :
If you want to know if an invoice is being updated or not you can read this article : How to See Update History Customer Invoice
If you want to upload bulk sales orders via csv file, you can read this article : How to Import Sales Order Via CSV File
If you want to renumbering the Invoice Number format that has been stored in the orders menu, you can read this article : Renumbering Invoice Number
If there's an update from your product unit cost and you want to update all the unit cost that has been stored in the previous Invoice, you can read this article : Recalculate Invoice Unit Cost