{"id":24334,"date":"2019-06-05T09:59:34","date_gmt":"2019-06-05T08:59:34","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=24334"},"modified":"2020-06-12T20:49:12","modified_gmt":"2020-06-12T19:49:12","slug":"amending-the-date-on-an-invoice","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/amending-the-date-on-an-invoice\/","title":{"rendered":"Amending the VAT or tax date on an invoice"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Amending the VAT or tax date on an invoice<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can easily <a href=\"http:\/\/www.okappy.com\/how-to-raise-an-invoice-from-a-job\/\">raise invoices<\/a> from your jobs or create a <a href=\"http:\/\/www.okappy.com\/raise-ad-hoc-invoices-with-okappy\/\">miscellaneous invoice<\/a>. But what if you&#8217;ve made a mistake on your invoice and need to either cancel it completely or amend the amount?<\/p>\n<p>It&#8217;s easy, you can raise a <strong>credit note<\/strong> with just a few clicks! and then raise a new invoice with the correct details.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Cancelling an incorrect invoice<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>You can cancel an invoice by raising a credit note. \u00a0The easiest way to do this is to first copy the existing invoice.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-copy-invoice@2x.gif\" class=\"fusion-lightbox\" data-rel=\"iLightbox[5bc04954a3369fa87c3]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-copy-invoice.gif\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-3\"><p>This will create a new miscellaneous invoice with the same details. You can then make the amount on the invoice negative in order to completely offset your original invoice or add a different amount to either reduce or increase your existing invoice.<\/p>\n<p>When you enter a negative amount, the Miscellaneous invoice heading will automatically change to <strong>Raise credit note<\/strong>.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-credit-note@2x.gif\" class=\"fusion-lightbox\" data-rel=\"iLightbox[3497158c386e796c1f4]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-credit-note.gif\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-4\"><p>You can also change any of the details in the description to make it clear that this is a credit note.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Raising your new invoice with the correct details<\/h3><\/div><div class=\"fusion-text fusion-text-5\"><p>Now that you have cancelled the original invoice, you can raise a new invoice with the correct details. \u00a0Again the easiest way to do this is by copy the original invoice.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-copy-invoice@2x.gif\" class=\"fusion-lightbox\" data-rel=\"iLightbox[5bc04954a3369fa87c3]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-copy-invoice.gif\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-6\"><p>This will create a new miscellaneous invoice with the same details. You can then make changes to the invoice before clicking the <strong>Raise invoice<\/strong> button.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Linking the invoice back to the job<\/h3><\/div><div class=\"fusion-text fusion-text-7\"><p>If you want the invoice to be linked back to the original job you will need to raise the invoice from the job rather than copying the original invoice.<\/p>\n<p>If the job has been archived, you can find the job from the global search bar using the job id and then set it back to completed. \u00a0You can then raise your invoice from the jobs screen by clicking on the three dots next to the relevant job and then clicking <strong>raise invoice<\/strong>.<\/p>\n<p>Find out more information about <a href=\"http:\/\/www.okappy.com\/job-management\/\">Okappy Job Management<\/a> and how it can be benefit your business or check out <a href=\"http:\/\/www.okappy.com\/support\/\">support centre<\/a> for more Tips.<\/p>\n<\/div><div class=\"fusion-text fusion-text-8\"><p><strong>Quick tip<\/strong>: Right click on the jobs link at the top of the screen and then click open in new tab (or new window) to make raising multiple new invoices from your jobs easier.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-4 { overflow:visible; }<\/style><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find out how to amend the tax date or VAT rate on an invoice raised within Okappy<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - 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