In this video, you'll see how you can quickly correct miscellaneous invoice costs on invoiced orders while maintaining a complete audit trail of every change. By ensuring these costs stay accurate, you can make more informed business decisions based on dependable financial data.
SOP: Update Miscellaneous Invoice Costs on an Invoiced Order
Objective
This SOP explains how to update the unit cost of a miscellaneous item directly on an invoiced order. It also covers how to verify the change and review the audit history to confirm the update was recorded correctly.
Key Steps
1. Open the Invoiced Order 0:07
Navigate to Point of Sale.
Click Orders.
Click Invoices.
Open the specific invoiced order you need to update.
Confirm you are viewing the correct invoice before making any changes.
2. Locate the Miscellaneous Item Cost to Edit 0:25
On the invoice, find the miscellaneous item you want to update, such as a delivery charge.
Identify the new Edit Miscellaneous Cost button shown as a dollar sign ($).
Use this button to access the current unit cost for that miscellaneous item.
3. Update the Unit Cost 0:34
Click the Edit Miscellaneous Cost button.
Review the current unit cost displayed in the pop-up or edit window.
Enter the new unit cost.
Click Apply to save the change.
Confirm the updated cost is now reflected on the invoice.
4. Verify the Updated Cost 0:50
Click the Edit Miscellaneous Cost button again.
Confirm the displayed value matches the updated unit cost.
Use this step to verify the change was saved successfully before moving on.
5. Review the Invoice History for Audit Tracking 1:05
Click the View History icon at the top of the screen.
Review the invoice history to confirm the cost change was recorded.
Check the audit trail for the before-and-after values, such as a change from $50 to $80.
Use the history log to validate that the update is fully auditable.
Cautionary Notes
Only update invoice costs if you are authorized to modify invoiced orders.
Double-check the invoice and item before applying changes to avoid editing the wrong order or charge.
Ensure the new unit cost is accurate before clicking Apply, since the change is recorded in the audit history.
Remember that all changes are auditable and may be reviewed later.
Tips for Efficiency
Confirm the correct invoice first to avoid unnecessary edits.
Use the Edit Miscellaneous Cost button directly on the invoice to save time instead of navigating elsewhere.
After applying the change, immediately re-open the edit window to verify the new value.
Check View History right away if you need proof of the update for internal review or customer support.