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Invoice Sum Total

Ana Escobedo

Sum Total on Invoice Does Not Correct After Editing Error Message: When an invoice is being created, often we have to add or change some of the jobs on the invoice. However after having edites these jobs, when we return to finalising and savinf it as a PDF, we realise that the total, both with and without tax, has not automatically updated from the original document's total. We are not sure why this is the case, especially since the system successfully calculates the total in the first place before the editing. It is concernçing for us, as it raises the question of how well we can trust the software with the maths required for the invoices.

Any help you could offer to help solve this issue would be greatly appreciated, thank you.
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    Hi Ana,

    TBM won't correct already issued invoice. If you change job amounts after creating an invoice over it, there are 2 options:

    1. Create a new invoice over the same job. After editing your job, you can see that Payment status changes from Invoices to Partially invoiced. This is a sign that job amount was edited.
    2. Open existing invoice, select row and click Reload job data. So invoice amount will be recalculated.

    But again, TBM won't do this automatically, because this is not correct. Yes, there could be some improvement so TBM offers a user to change invoice amount when saving edited job, but this is not a bug, but kind of usability feature.
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  • 0

    Hi Ana,

    TBM won't correct already issued invoice. If you change job amounts after creating an invoice over it, there are 2 options:

    1. Create a new invoice over the same job. After editing your job, you can see that Payment status changes from Invoices to Partially invoiced. This is a sign that job amount was edited.
    2. Open existing invoice, select row and click Reload job data. So invoice amount will be recalculated.

    But again, TBM won't do this automatically, because this is not correct. Yes, there could be some improvement so TBM offers a user to change invoice amount when saving edited job, but this is not a bug, but kind of usability feature.
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