Modifying a Charge

Modifying a Charge

You can modify a charge in several ways depending on whether the charge has been invoiced or not.

Modifying a non-invoiced charge

1.

Select the charge either from the Accounts -> Charges List, Client Log or Account screen.

2.

Double click the charge or click <Modify>.  The Client Charge screen is displayed allowing you to make your changes.  This is the same screen as is used when creating the charge.  (See Creating a charge from <Create a Charge> on the Task Bar.)

3.

If you still wish to create the invoice at a later stage then click <OK> to save the charge otherwise click <OK – Go to Invoice / Payment>.  (See Creating an Invoice.)

Modifying a charge that has been invoiced

1.

To access the charge you wish to modify you must first select the invoice.  (See Modifying an Invoice.)  You will only be able to modify the charge if the Is this invoice issued box is un ticked.

2.

Select the charge from the list of charges in the middle of the screen and click <Charges>.

3.

Click the Modify the Selected Charge option.  The Client Charge screen is displayed allowing you to make your changes.

You cannot change the invoicee as the charge is already part of an invoice.  If you wish to change the invoicee then you will need to remove the charge from the current invoice, make the changes and create a new invoice.

Removing a charge from an invoice

1.

To access the charge you wish to modify you must first select the invoice.  (See Modifying an Invoice.)

2.

Select the charge from the list of charges in the middle of the screen and click <Charges>.

Click Remove the Selected Charge from this Invoice.  Click <Yes> to confirm.

 

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