You can edit invoice purchase order numbers, project names, and invoice dates in the Data Viewer.

Note: Manager or higher credentials are required to make these changes.

To edit invoice purchase order numbers, project names, and invoice dates:

  1. In Paladin, from the main menu, select Maintain > Data Viewer.
  2. In the Data Viewer window, select the Invoices tab.
  3. Select the View tab and specify the search criteria for the invoices you want to edit.
  4. Click Get Data.
    Looking up invoices in dataviewer
  5. Make your changes for any invoice values:
    • Transaction date and time (DateTime)
    • Purchase order number or memo (PO_Number)
    • Project name (Project)

      Change invoice data in dataviewer

  6. Click Save, and close the Data Viewer window.

If you change the date and time value (DateTime), a note is added to the original invoice about the change including the original date, when it was changed, and what employee made the change.

Show that date was changed on invoice

Warning: Changes to the invoice DateTime value (transaction date and time) can cause accounting complications, such as:

  • Comparative Revenue report values for reports created before and after the DateTime change may no longer match.
  • General ledger values from before and after the DateTime change may no longer match.
  • You may have problems reconciling cash, inventory, and accounts receivable amounts.
  • A customer’s purchase from a previous month-end statement may re-appear on their current month-end statement after the DateTime change. 

Similar issues can occur when you change the PO_number (PO number or memo) and Project (project name) values because store records will no longer match the original invoices, receipts, and statements.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/17/22