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How BMT Admins Can Amend Created Invoices

There is functionality, only available to BMT admins, which allows the editing of Invoices and Credit Notes once created. The functionality is restricted due to the potentially destructive consequences of changing invoices after they have been generated. This functionality will only be used in certain circumstances that require these changes to me made. If an invoice does require updating please submit a support ticket explain the reasons and exact details that require changing.

How to update an existing invoice

  1. Log into the Admin Interface
  2. Go to Actions>Invoices
  3. Find the relevant invoice and Click Edit
  4. On the next page the following information can be edited:
    1. Organisation ID
    2. Net Total
    3. VAT Rate
    4. VAT Acronym
    5. VAT Number
    6. Invoice Number
    7. Sequence Number
    8. Status
    9. PO Number
    10. Payment Record ID
    11. Notes
    12. Parent Invoice ID
    13. Award
    14. Currency
    15. Details (for credit notes)
  5. Update the above fields as required and click Save
  6. Click Regenerate Paperwork to update the invoice or credit note with the new information
  7. The new paperwork will not be emailed to the new user. It will appear in their entrant account.