When issued with an incorrect invoice, some agency customers prefer to be issued with a new corrected invoice rather than a credit note or invoice that consolidates adjusted items with new invoice items. To facilitate this , the Portal > Billing module the Billing module features a Credit Rebill function.
The Credit Rebill function allows an original erroneous timesheet-based invoice to be credited fully, allows billed hours and/or rates to be adjusted and generates a new invoice based on the adjustments. The adjusted invoice, known as a rebill invoice, can then be distributed to the customer via the Portal > Billing > Billing > Manage Delivery. The credit rebill function applies to timesheet-based invoices only.
The process of creating a rebill invoice is a multi-stage process that involves the following:
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Timesheet adjustments need only be made if the billed hours need to be adjusted. If this is the case, the hours keyed against timesheets must be adjusted on the relevant timesheets as part of the timesheet adjustment workflow in the Time and Attendance application.
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The invoice batch process processes timesheets that have already been invoiced and have subsequently been adjusted. Therefore, if timesheet adjustments are required as part of a credit rebill, it is important to ensure the timesheets are adjusted and the credit rebill process is completed before the next invoice batch is processed. Otherwise, the adjusted timesheets may be processed by the invoice batch process instead, in which case the adjusted items will be issued as a credit note or will be bundled into a consolidated invoice with other items that were not on the original invoice. |
Adjustments to the rebill invoice need only be made if the bill rates on the orginal invoice were incorrect, in which case the bill rates for individual items can be adjusted directly from within the Billing module itself.
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For example, if the original invoice was incorrect due to billing of incorrect hours, the relevant timesheets must be adjusted within the Time and Attendance application before the credit rebill process can generate a rebill invoice. In such cases, the credit rebill can be paused at the timesheet adjustment stage and the wizard can be closed until a Time and Attendance user has made the necessary adjustments. Once the adjustments have been made, the credit rebill can be located be located in the Credit Rebill List screen and screen and the process can be resumed.
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