NOTE! The instructions apply only to the Sales Invoices program, not the New Sales Invoices program. If a sales invoice in the New Sales Invoices program needs to be returned to the ready state due to an incorrect e-invoice address, please submit a Service Request.
The image of the sales invoice can be found as a PDF image in both Sales Invoices and Archive, from where you can either print it for mailing or save it to your computer and send it as an email attachment to the recipient.
If an archived sales invoice needs to be resent as an e-invoice with corrected recipient information due to an operator error, the main user at the Own Office level can request the invoice to be returned to Completed/Ready state using the Help Center service request form (Invoice return to ready state).
Specify which Menu you want to attach this request to - The selection is activated if you have rights to multiple menus. Select the menu to which the customer belongs. Otherwise, the default is correct.
Customer - Write the name of the invoicing company exactly as it appears in Sales Invoices. Meaning, the company for which the invoice needs to be returned (not the invoice recipient)
Customer number - Enter the 5-digit Heeros customer number of the invoicing company (visible in Heeros Menu)
Invoice date - Select the invoice date from the calendar view (not the date of sending the request)
Sales invoice number - Enter the invoice number without the voucher type number
- The return is a three-step process: In addition to changing the status of the sales invoice, the automation removes the invoice from the Link and Archive. For this reason, the corrected invoice should not be resent before the service request has received confirmation of a successful return.
- The invoice must not be in the Sent, Sent with Error, or Error in Sending state. The form only works for invoices in the Archived state.
- Currently, the form only supports one invoice per form. If there are multiple invoices to be returned, separate forms must be filled out for each invoice.
- If the invoice has been paid, is a cash invoice, has been sent to collection, or a payment reminder has been sent for the invoice, it cannot be returned to the ready state automatically through the form. In this case, a credit invoice and a new invoice must be created for the invoice. Instructions here