1.Go to the Customer ribbon menu in the entrée application window.

 

2.Select the Invoice option.

 

3.Select the Change Invoice / Credit Memo option.

 

If system option #58 is enabled users will be required to enter a password before they are allowed to make changes to an invoice that has already been printed.

 

To proceed with changes, enter the password and click the Continue button.

 

If the password is not entered the user can view the invoice by clicking the View Only button.

 

This feature is provided to prevent users from accidentally changing an invoice when they only wanted to view it.

 

The initial password supplied with the system is YANI.

 

It is recommended that the password be changed for use in your entrée system. Go to the System ribbon menu to the System Preferences System Options Tab window. Enter your new password in the Change Invoice password dialog area.

 

This password should only be given to key personnel.