I have a Sales Order that is billed as it has a Cash Sales against it. However, the Cash Sale is incorrect and it should be an Invoice. The Cash Sale is now in a closed period. Is the correct way to correct this is to reopen the period, void the Cash Sale and create an Invoice?

I think the only way that happens is if there is a CC payment method against the sales order. Was this the case? if so the credit card will already be charged (unless you're just recording the CC payment from an external handler.

You want to issue a refund in the current period for that Cash Sale and use a different form for your SO so that it flows into INV. You do not want to open a period.

Thanks. I've done a refund on the cash sale. The sales order is still billed. All the forms on the sales order are sales order specific. Nothing allows me to generate an invoice because the status is still billed. Any ideas?