In the Data Viewer, you can edit the invoice purchase order numbers, project names, and invoice dates. To make these changes, you must have manager credentials.

  1. Open Paladin Point of Sale.
  2. On the Maintain menu, click DataViewer.
  3. Click the Invoices tab.
  4. On the Invoices tab, on the View tab, specify the search criteria for the invoices that you want to edit, and then click Get Data.
    Looking up invoices in dataviewer
  5. Make changes to the invoice values in any of the following columns:
    • DateTime:  Transaction date and time
    • PO_Number:  Purchase order number or memo
    • Project:  Project name
    • Change invoice data in dataviewer
  6. Click Save, and close the DataViewer.

If you change the DateTime value the original invoice will include a note about the change, including the original date, when it was changed, and which employee made the change.

Show that date was changed on invoice

Warning: When you change the DateTime value, the following accounting issues can occcr:

  • 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 reappear on the current month-end statement after the DateTime change.

When you change the PO_number and Project values, 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: 7/07/20