Issue:
Some clients have come across a situation where the invoice amount does not reflect the original quoted price.
Cause:
This discrepancy may arise due to modifications made to the original quote from which the invoice was generated. Particularly, adjustments made to prices within the quote after the invoice's creation could lead to a disparity between the total amount indicated on the invoice and the updated quote amount.
Given the functionality of our system, the invoice displays the most recent quote price, however, if the the invoice is not in 'draft' mode, the totals on the invoice reflects the last calculated value which is based on the initial amount.
Solution:
To correct the issue and accurately reflect the updated quote amounts on the invoice, please follow these steps:
- Locate the invoice in question within the system.
- Change the status of the invoice to 'Draft' mode.
- After changing the status to 'Draft', review the invoice to ensure that the corrected quote amount is now reflected in the totals.
- Click the 'Save' button to apply the changes.
- Change the status of the invoice back to 'Submitted'.
For further assistance or inquiries, reach out to the dedicated support team at [email protected]