NOTE: Follow these steps if the invoice has a balance and has had no activity posted against it.

1. Void the invoice

1. Go to AR, Transactions, Void Invoices.
2. Enter a void date in the current open month, then VOID.
    CAUTION: Use a current void date to ensure the adjustment appears in the correct reporting period. Backdating will post the adjustment to a prior period, making your current Sales Tax report incorrect.

2. Reenter the invoice with the correct jurisdiction

1. Go to AR, Transactions, Invoices.
2. Select the correct sales tax jurisdiction.
3. Use the same posting date as the void invoice so your reporting is consistent.

3. Verify the Sales Tax Reporting

1. Go to AR, Reports, Sales Tax Report for the current reporting period.
2. Verify the report is now showing the invoices in the correct jurisdictions.
    NOTE: The original invoice shows the adjustment in the incorrect sales tax jurisdiction. The new invoice will show in the correct jurisdiction. 

 NOTE: Follow these steps if the invoice has a balance but you’re unable to void it because it has activity against it.

1. Review the original sales accounts and sales tax distribution 

1. Go to GL, Reports, Journal Report.
2. Select the Reporting Period of a Specific Date Range.
3. Enter the date of the invoice.
4. Print the page with the journal entry for the invoice.

2. If the invoice has a partial payment applied

1. Void the payment using AR, Transactions, Void Receipts.
2. The invoice is now open to the original balance.

3. Void the invoice using a credit memo

1. Select AR, Transactions, Credit Memo.
2. Select your customer and select the invoice. 
3. Enter the full amount of the invoice in the amount field to make the new balance of 0.00.
4. Click the Distribution button.
5. Zero out the amount in the Sales Adjustment field.
6. Use the printed Journal Report to distribute to the sales accounts. Then enter the sales tax with the correct jurisdiction.
7. and tax jurisdictions as on the original invoice.
8. This will close the invoice with a 0.00 balance.

1. Select AR, Transactions, Invoice.
2. Enter a new invoice with the sales tax to the correct jurisdiction.
3. Post the original partial payment to the new invoice.

 NOTE: If you want to keep the original invoice, post a debit memo to the invoice

1. Select, AR, Transactions, Debit Memo.
2. Select the customer and invoice #.
3. Enter the same date used on the credit memo.
4. Select the 'Distribution' button.
5. Zero out the amount in the Sales Adjustment field.
6. Use the printed Journal Report to distribute to the sales accounts as on the original invoice. Then enter the sales tax with the correct jurisdiction.
7. Post the original partial payment to the invoice.

 NOTE: Follow these steps if the invoice has a balance and has had no activity posted against it.

1. Void the OE invoice

1. Go to OE, Invoices, Void Invoices.
2. Enter a void date in the current open month, then VOID.
3. If you converted the invoice from a sales order, select Yes when prompted to restore the sales order.  CAUTION: Use a current void date to ensure the adjustment appears in the correct reporting period. Backdating will post the adjustment to a prior period, making your current Sales Tax report incorrect.

2.  Correct the sales order, if restored

1. Go to OE, Orders, Maintain Sales Orders.
2. Select the customer and sales order.
3. Correct the sales tax jurisdiction.
4. Convert the sales order to an invoice.
5. Use the same posting date as the void invoice so your reporting is consistent.

3. Reenter the invoice with the correct jurisdiction

1. Go to OE, Invoices, Direct Invoicing.
2. Reenter the invoice selecting the correct sales tax jurisdiction.
3. Use the same posting date as the void invoice so your reporting is consistent.

4. Verify the Sales Tax Reporting

1. Go to AR, Reports, Sales Tax Report for the current reporting period.
2. Verify the report is now showing the invoices in the correct jurisdictions.
    NOTE: The original invoice shows the adjustment in the incorrect sales tax jurisdiction. The new invoice will show in the correct jurisdiction. 

 NOTE: Follow these steps if the invoice has a balance but you’re unable to void it because it has activity against it.

1. Review the original sales accounts and sales tax distribution 

1. Go to GL, Reports, Journal Report.
2. Select the Reporting Period of a Specific Date Range.
3. Enter the date of the invoice.
4. Print the page with the journal entry for the invoice.

2. If the invoice has a payment applied

1. Go to OE, Invoices, Returns, Invoices.
2. Select the customer and invoice.
3. Select to do a full return of the invoice.
4. Use a date in the current open month.
5. Apply any excess credit to open credits.

3. Enter the new invoice with the correct sales tax jurisdiction

1. Select OE, Invoice, Direct Invoicing.
2. Enter a new invoice using a date in the current open month.
3. Select the summary button to select the correct sales tax jurisdiction.
4. Apply the open credit to the invoice to represent the payment.