Was there an error in an invoice you already exported?
Once an invoice has been exported and has gone to the filing cabinet it cannot be removed or edited. If editing the invoice in the accountancy software or inventory isn't feasible, then you may want to send that invoice back through the Invitbox account again.
For directions on re-exporting a previously exported batch click HERE.
STEP 1. Firstly you need to email yourself a copy of the invoice and then email it back into your invitbox account. To get a copy of the invoice highlight it, then click on the "MORE' button> 'Email to me' (as shown in image below)
STEP 2. When it arrives in the Unknowns tab you need to apply the map and make sure everything is in order. If the map that was applied to it originally was correct, then it helps to find out which map# you used from the Invoice history and apply the same one.
STEP 3. Then if required add to inventory and/or export it. Please note that if it's going through the system only for inventory purposes, then you can delete the invoice after it's been added to inventory AND exported from inventory. Do not delete it before the inventory export is complete though, otherwise the invoice will be deleted from the inventory tab too.
STEP 4. You need to be aware that when the 2nd copy arrives both will be flagged with a red duplicate icon. You will therefore need to write in the notes tab stating what's been done and why, otherwise it could cause confusion later on. Don't forget to put a note on the original invoice as well as the new invoice.
An example note is below.
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