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EST made on RO, RO posted. How to fix?

EST made on RO, RO posted. How to fix?

Postby theguyatthedesk » Fri Sep 15, 2017 12:17 pm

A quick estimate was made to show a customer the total of several repairs, unfortunately it was made in the RO. Didn't catch it in time, another SW posted it. Now our books are off by a couple grand. Is there a way to remove these from the order that was made, and the related invoice? I already unposted the invoice, removed items, and tried to repost, but the software only asks if I am going to credit the customer. There has to be some kind of dummy-proofing in this software, right?
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Re: EST made on RO, RO posted. How to fix?

Postby timbre4 » Sun Sep 17, 2017 7:04 am

I won't speculate on how such a thing got that far along. There had to be a payment posted for the system to ask you to credit the customer. Take a look at payment history; you either received actual funds or you didn't, but SOMETHING got recorded. You can delete that payment, however be very careful in regards to your accounting that day. Look at reports that include income that day to be certain.
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