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DW-BC

Updating/changing invoices after a deposit has been applied and reconciled.

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We're looking at changing over to Sage Online and after watching one of the training videos it mentioned invoices cannot be modified after it has been paid and the payment has been reconciled. Does this restriction apply if only a partial deposit has been received and reconciled against the invoice? We generate invoices outside of the Sage system using a separate booking platform, which has more flexibility to update a customer invoice based on the customer demands. I need Sage to match the other booking platform customer statement, which may change after deposit payments have been received.

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    SUGGESTED

    Hi ,

    Thank you for reaching out with your question! You can now edit a reconciled payment or receipt in Sage Accounting Canada. This includes changing the bank account, date, or amount.  Just edit the receipt or payment from the bank activity. Read more about editing bank transactions here.

    Hope this helps! - If it does, please mark this suggested answer as verified White check mark (by clicking the "…" button next to Reply, on the response).

    Warm Regards, 
    Erzsi

  • 0 in reply to Erzsi_I

    Hi ,

    Thank you for the info regarding updating payments/receipts. Do you know if I'm able to update invoices after a partial payment (deposit) has been applied and the payment has been reconciled.

    For example:

    I enter an invoice for $100
    I apply a receipt/deposit against the invoice for $50
    I reconcile the receipt/deposit during the bank reconciliation for the month

    The invoice in our other software has changed to $110 and I need to now update the invoice in Sage to reflect $110. Can I do this when a receipt/deposit has been applied against the invoice and it's been reconciled?


    Below are screen shots of the training session mentioning the issue I'm inquiring about:

     

*Community Hub is the new name for Sage City