Backdating sales

Use these steps if you have created an invoice, other document, or payment that needs to have a modified date stamp for accurate record keeping.

  1. In OnSite StoreMaster reopen the original document.
  2. Hold the Command (⌘) key and click the created/modified date at the top left of the document window.
  3. Modify the creation date using the date selector and click OK.
  4. Click Save.
  5. To modify the date of a payment, navigate to the Payments tab (or Deposits tab on an Order).
  6. Double-click the payment or deposit in the list.
  7. Modify the creation date using the date selector. Click OK when finished.
  8. Click Save in the payment window.

If you are unable to modify or make changes to a document, but do not see an error message related to account privileges, the document has been posted to finalize it, indicated by a green P at the bottom left of the document window, or exported to your accounting package, indicated by a blue “E” at the bottom left of the document window. Go to Modifying posted invoices to make changes.

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