Manage a client's delivery records
The Delivery History stores records of the meals and other items a client has received. From a client record's Deliveries tab, you can view, add, edit, and delete delivery records.
How to View or Edit a Client's Delivery History
Follow these steps:
Navigate to the client record and select Deliveries.
On the Deliveries page:
- The page defaults to the current month's deliveries .
- Use the left and right arrows to move to previous or later periods, or open the filter menu to choose Week , Month , Year , or Custom .
- Click Add to create a delivery record, or click Edit on an existing delivery to change it.
Make any necessary changes and click Save. To remove a delivery, click Delete.
If changing the delivery will impact previously invoiced client charges, you will be prompted to indicate how the client's account should be updated. See the following section for more information.
Editing invoiced deliveries
If a delivery has been billed, the system will ask you if and how the updated charges should be applied to the client's account.
Deliveries are not editable when the invoicing for the billing month is in a pending state. If invoices for the period are pending, commit or revert the invoices from the Invoicing page before changing delivery records.
If a committed/billed delivery change affects the amount owed, select an Accounting option and click Save again:
- Create an accounting adjustment dated today . When selected, increases create debit adjustments and decreases create credit adjustments.
- Edit the existing invoice for this period , when shown.
- Make no accounting change .
The existing invoice cannot be edited once it has been synced to QuickBooks or if other edits were previously made with the changes applied as an accounting adjustment or no accounting change. If this applies, only the Create Adjustment and No Change options will be listed.