Summary:

There are times when you need to adjust previously sent invoices to reflect changes in pricing or to correct errors. ServiceBox provides a straightforward process for applying credits to invoices, allowing you to effectively lower the price on an already sent invoice, whether it's in your accounting software or sent to your client.


Step-by-step Process:

This step-by-step guide provides you with a clear and practical method for applying credits to invoices in ServiceBox, effectively allowing you to lower prices on previously sent invoices. By following these steps, you can maintain accurate financial records while accommodating changes in your customer billing.


Step 1: Delete the Originally Imported Invoice in Your Accounting Software:

  • Before making any changes in ServiceBox, start by deleting the originally imported invoice in your accounting software, ensuring that you won't have duplicate entries.

Step 2: Find the Original Invoice in Your ServiceBox Software

  • In ServiceBox, locate the original invoice that requires modification. You can typically find this under the Invoices section, where all your generated invoices are listed.

Step 3: Uncheck the "Linked to Accounting software invoiceUncheck to remove link" Checkbox

  • At the bottom of the original invoice within ServiceBox, there is a checkbox "Linked to Accounting software invoiceUncheck to remove link", uncheck this box to allow modifications

Step 4: Change the Invoice Status to "Draft"

  • To make changes, set the status of the invoice to "Draft." This status allows you to freely edit the invoice.

Step 5: Make Necessary Modifications

  • With the invoice in "Draft" status, you can now make any required modifications to align it with the new charges or corrections for the customer. This could include adjusting line items, quantities, or prices as needed.

Step 6: Change the Invoice Status to "Submitted" or "Paid"

  • Depending on the situation, change the status of the invoice to either "Submitted" or "Paid." If the customer has already sent payment for the modified amount, you can mark it as "Paid."

Step 7: Re-Import the Invoice to Your Accounting Software

  • Now that you've made the necessary adjustments in ServiceBox, you can re-import the invoice into your accounting software. This updated invoice will accurately reflect the changes made to the pricing or other modifications.


If you have any questions about this functionality please contact the Service Desk through the feedback button or to email support@jobboxsoft.com.