Minimum Version Required: 22.01
Pre-Conditions
The following document assumes you already have Invoice Charges records that have already been created and applied to Products.
Steps
How to Update Invoice Charges
1. Using Universal Search, navigate to the Invoice Charges table
2. Click the arrow to view the Invoice Charge record that you want to work on or filter the specific Invoice Charge
3. Click the Sub Tables button and select Copy Invoice Charges
4. Change values to the fields displayed on the New Invoice Charges form and click the Copy Record button when complete
5. Click the View Original and New Records button
6. Here you can view both the old and new records to ensure everything is correct
Best Practices
Invoice Charges are an important part of the historical record and for most updates, such as Rate or Calculation Method, we recommend using the Start and End Date fields to make sure that invoices before and after changes are made hold the correct calculations
Enter an End Date to the old Invoice Charge relative to the Start Date for the new version of that Invoice Charge to ensure there are no date gaps. If you ever need to reverse or correct an Invoice, the correct Invoice Charge for the Invoice Date will be respected