I have just started using Sage instant for a new client and I need some help to correct a mistake.
The client produces his invoice on Excel and then passes them to me to log onto Sage. I entered an invoice with the incorrect invoice date (inv nos 318) I then raised a credit note to clear the incorrect invoice (nos 319). I then wanted to raise a new invoice under number 318 - to match the excel invoice already raised but the Sage has now moved onto invoice number 320!
I cannot just continue with the invoices as this will then make every subsequent invoice number incorrect compared to his Excel invoice print offs.
Is there any way I can now raise an invoice with invoice number 318?
I think it depends on which version you are using but on 2011 Sage 50 you can click 'make corrections' from the company module then delete anything other than journal entries.
Also when I input non sage produced invoices I can input any reference I want in the narrative I.e. the invoice number you want. Sage only generates the invoice number automatically when using the invoice module to create one from scratch. Even then you can override the 'auto invoice number'.
Again, I don't use instant so apologies if that doesn't help.
It would be a lot easier if you go into File - Maintenance - Corrections and delete the credit note that you have created and then just amend the date on the invoice with the incorrect date on. You didn't really need to have created the credit note, you could just have amended the invoice date
If the invoices are created in Exel why don't you just use the batch posting routine and avoid this situation. It would be far quicker to enter the transactions and your references will match the externally generated documents exactly.Using the correction function in maintenance would have been the simplest solution. But if you've done the credit you could have just re-entered the invoice correctly (without actually raising an invoice).
