[SM] How do I change an SM invoice without voiding?

• You can remove invoice lines from posted, paid, or closed-month invoices without voiding.

• You cannot add new lines to a processed invoice; to do so, you must void and reissue the invoice.

Steps to Remove a Line:

1. Go to Service Management > Programs.

2. Double-click to start SM Invoice Review via:

   • SM Invoices

   • SM Work Order Billing

   • SM Agreement Billings Due

   • SM Work Orders – Invoices tab

3. Select the line and click Open.

4. In the SM Invoice Review window go to the Info tab > Remove Line.

Important Notes:

• Deleting a line cannot be undone and triggers no warning.

• After removing a line, you must process the invoice, void it, and reissue.

• If you try to close the form without processing removed lines, you will see an error message.