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Once an invoice is closed, the invoice amount cannot be adjusted by editing the invoice itself. If the balance of a closed invoice is incorrect, a credit note can be created to credit an overcharged amount or another invoice can be generated to invoice an undercharged amount.
Credit notes and adjusted invoices can be created to credit or adjust the balance of a closed invoice in the following ways:

  • by processing an adjustment timesheet in an invoice batch (for timesheet-based invoices only)

  • by using the Credit Rebill process

  • by creating a manual credit note to credit a manual invoice

  • by creating an ad-hoc manual credit note.

Each of these methods is described below.

Processing an Adjustment in an Invoice Batch

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Once the manual credit note has been created, it can be saved or closed. Saving the credit note allows it to be edited prior to being distributed or to be deleted if necessary. Closing a credit note flags the credit note as ready to be distributed to the debtor and allows it to be selected via the Delivery screen. However, the credit note cannot be edited or deleted once it is closed.

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Creating an Ad-hoc Manual Credit Note

Under some circumstances, it may be necessary to force a credit through the system to balance invoice and credit amounts. In such situations, an ad-hoc manual credit note can be created.

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