The Move to Ready option has been removed for Direct Bill invoices. To complete a Direct Bill invoice, please use the Process Payment button moving forward.
Made a mistake? That's ok.
Easily Cancel any Direct Bill invoice. Or Cancel and Rebill.
In Accounting > Invoices:
You can easily process Direct Bill payments here. Just select the invoice, choose the customer, enter the item description and quantity, then click Payments to complete the transaction. You’ll see a Payment Approved message once it’s successful.
(Click to enlarge image)
No worries it’s an easy fix!
You can either Cancel or Cancel & Rebill the invoice. This will send the invoice back to Working status. Click OK when prompted. You’ll see a confirmation pop-up indicating that the invoice was successfully cancelled and returned to Ready for corrections.
To make your correction, double-click back into the invoice. In this case, we’ll need to adjust the quantity. After making the necessary changes, click Payment. The invoice will be saved with your corrections.
If you just want to cancel the invoice altogether, click Corrections, select Cancel from the dropdown, and you’re done!
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Still have questions?
Feel free to contact the X-1 Support Team anytime we're here to help!