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- Go to Billing > Create Invoice Batch
- Create an Invoice batch. A separate Invoice will be created for the timesheets adjusted in Step 3 based on the Debtor Data Group selected.
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Step 5 Adjustment Pay Batch
Create an adjustment pay batch to include the timesheets adjusted in Step 1 & 3.
Where no changes have been made to the original hours, this will create a nil batch so this is optional step.
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This process can be used if the wrong client has been invoiced for a job. - Step 1: only adjust the timesheet(s) for the job that has been linked to the wrong Client
- Step 2: no need to do this step
- Step 3: create a job linked to the correct Client. Enter original hours on timesheet(s) for this new job
- Step 4: A Credit Note will be created for the wrong Client and an Invoice for the correct Client
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