Changing salesperson on closed invoice

Discussion in 'Optigold ISP' started by westcoast, Sep 13, 2004.

  1. #1
    How can this be accomplished? I need to change the sales person on a closed/paid invoice as the wrong person was entered. I have tried to open the invoice and change it with no luck. I even tried re opening the invoice and this did not work either.

    Suggestions?
     
    westcoast, Sep 13, 2004 IP
  2. digitalpoint

    digitalpoint Overlord of no one Staff

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    #2
    If you open the invoice, change it then close the invoice, it should be fine. Are you getting an error or anything when you do that?
     
    digitalpoint, Sep 13, 2004 IP
  3. westcoast

    westcoast Peon

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    #3
    I opened the invoice and the field was not available for me to edit. I have full access to Optigold. That is my question, how do I open the salesperson field to edit it?
     
    westcoast, Sep 13, 2004 IP
  4. digitalpoint

    digitalpoint Overlord of no one Staff

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    #4
    Were any of the other fields available? Do you maybe have it setup so you can't edit an invoice beyond the creation date?
     
    digitalpoint, Sep 13, 2004 IP
  5. westcoast

    westcoast Peon

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    #5
    That is possible. Is there an option In my profile settings that I should change to all me to edit invoices?
     
    westcoast, Sep 15, 2004 IP
  6. digitalpoint

    digitalpoint Overlord of no one Staff

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    #6
    It would be under Maintenance & Preferences -> General Preferences -> Invoicing
     
    digitalpoint, Sep 15, 2004 IP
  7. westcoast

    westcoast Peon

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    #7
    I looked through there and did not see a selection to admit or deny editing of closed invoices. This is seriously effecting my ability to pay commissions so any help getting this fixed would be great!
     
    westcoast, Sep 20, 2004 IP
  8. digitalpoint

    digitalpoint Overlord of no one Staff

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    #8
    What version of Optigold ISP are you using?
     
    digitalpoint, Sep 20, 2004 IP