If you have your own access (username and password) to Elite Point of Sale AND the "Is a Records Manager" User Right (in the Elite Portal ) is set to "Yes", you will be able to change/ add a customer's name, address, VAT number, cellphone number and E-mail Address on a previously saved Invoice, Proforma, quote, job card, sales order, consignment note, refund or POS receipt.  



NOTE: If you would like to know how to change the details of an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that has not yet been saved, click on the following link: {LINK TO BE INSERTED}



1. In Elite Point of Sale, search for the specific customer who's document details you would like to change. 

NOTE: To learn how to search for a customer, click on the following link: {LINK TO BE INSERTED}


NOTE: The selected customer's name will be displayed in the middle, at the top of the screen:



2. Click on the Other Forms F8 button.

3. Click on Change Delivery/ Invoice Details. 

4. Click on Fetch Previous Transactions.

5. Select / highlight the previously saved document in the bottom grid, by clicking on it:


5. Ensure that the correct transaction has been selected by checking the details at the top of the screen:



6. From here you can change the Customer Name, Address on invoice, Customer's VAT number, Cellphone number and E-mail Address.


NOTE: Even if you are creating an invoice for a walk-in "Cash Sales" customer, it is recommended to complete the following details as they will be stored in the database, and can be used for marketing later on: - Customer Name - Cellphone No - E-mail Address


NOTE: If you would like to know how to use the customers' e-mail addresses and cellphone numbers for marketing, click on the following link: {LINK TO BE INSERTED}


7. Click on the Update Previous Document button:


8. The updated details will now reflect in the bottom grid:


9. You can print, e-mail or export the updated document from Document Reprint under the Customer Module option. 


NOTE: To learn how to reprint customer documents, click on the following link: {LINK TO BE INSERTED}