Restrictions after an invoice is posted
When an invoice is marked with the Invoice posted status, the following actions are no longer allowed:
Updates to charge amounts or tax rates for the orders or invoice.
Moving a charge to another invoice or removing a charge.
Modifications to the invoice date, due date, or exchange rate date in the general information section.
Changing the customer associated with the posted invoice.
Cancellation of the posted invoice.
Additionally, on the order level, once an invoice is posted:
You cannot add extra consignments to the orders linked to that invoice.
The task “Order ready to be invoiced” cannot be reset if there are posted charges on the order.
Actions available after an invoice is posted
On the invoice level:
Re-trigger the 'Create document' task to generate an updated invoice document. This doesn't change the Invoice date, but the generated date/time stamp will update.
Resend the invoice or forward it via email.
Reset the invoice’s paid status.
Issue a credit note for the posted charges.
Adjust the order of the invoice lines in the web application.
On the order level:
Modify the customer reference.
Update the requested and actual date/time.
Add time windows
Edit stop references, such as collection or delivery references.
Add extras for collections or deliveries.
Attach additional documents to the order.
Execute tasks not related to invoicing.
SuperAdmin users and Qargo admins have the permission to unpost invoices that have reached the "Invoice posted" status.