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How do I make an amendment to an invoice but retain the original invoice number and / or date?

You can retain original invoice numbers and/or invoice dates even when deleting the original invoice by following the below steps.

There are no shortage of reasons why you may need to amend an invoice, even after it has been created and even sent to a client.

To make an amendment, you need to firstly delete the invoice and then re-create it- but how do you reclaim the original invoice number?

When deleting invoices, as long as there is no newer invoice number than the one you have already deleted, SILQ will automatically re-claim that deleted invoice number.

You can only delete invoices if they are not in in a closed period. If it is in a closed period, the invoice can only be reversed and not deleted; therefore, the invoice number is not released.

If there is a new invoice number than the one deleted, you can still reclaim the invoice number you deleted, however it will have to be done manually.

To reclaim the invoice number or date please do the following:

  1. Make sure to have a copy of the original invoice either open or printed - when you delete the invoice all time entries return to the work in progress window; if there are new entries added that should not form part of this invoice you will need to tag only the ones you need, therefore having a copy of the original invoice will be imperative to get it right.
  2. From the matters window, find the matter the invoice is for and highlight it.
  3. Click on Matter Details.
  4. Navigate to the Invoices tab.
  5. Find the invoice you want to amend.
  6. Click on delete.
  7. Navigate to the Work In Progress tab.
  8. Make the necessary amendments.
  9. Tag all of the entries you would like to include in the invoice.
  10. Click on Create Invoice.
  11. In the Invoice Number field, amend the number to be the same as the original invoice (if it is not available, the system will give you an error message and not allow it to be saved - this will only happen if you either didn't delete the invoice with that number, or another invoice has claimed the number since you deleted it).
  12. If you want to change the invoice date, you can do that also, see screenshot below:
  13. Continue to invoice as you normally would.