Changing Invoice Details or Itemisation Summary Data
The Invoice Processor can change information directly in the invoice. This includes both the details of the invoice, such as amount, dues dates and invoice names, and the itemisation and distribution aggregates.
To change invoice details:
Select a value in any of the available Invoice Details options for direct editing.
Click Save to save the changes.
The Processor can change the itemisations and distributions associated with the invoice. This includes adding an item, deleting an item, editing an item and (re)distributing an item, including importing additional distributions.
To change itemisation summary details: With the invoice in summary view, change the itemisations and distributions as required:
Add an item: Click Add Item - the Amount Remaining to be Itemised page appears. Use the options on this page to reallocate the itemisations, then click Save.
Delete an item: First select the check box next to the item, then click Delete Item. A confirmation window appears, click Yes to proceed.
Edit an item: First select the check box next to the item, then click Edit. The Amount Remaining to be Itemised page appears. Use the options on this page to edit the itemisations, then click Save.
Distribute an item: First select the check box next to the item, then click an option under Distribute:
Distribute Selected Items: Opens the Allocations window - choose options to reallocate the distributions, then click Save.
Import Distributions: Opens the Import Distributions window - select the data file containing the distributions you will add, then click Import.
