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The Credit Invoice button can only be used for non-timesheet-based invoices Non Timesheet Based invoices. If the invoice selected is a timesheet-based Timesheet Based invoice, the button will be greyed out.

 A timesheet-based Timesheet Based invoice can be credited in one of the following ways:

• Process an adjustment timesheet
• Use the Credit Rebill Process process – this process will recreate create both a credit note and new invoice based on the changes made

Process an

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Adjustment Timesheet

Best used when:

• The original timesheet hasn’t yet been invoiced or
• The original timesheet has been invoiced and you don’t need to fully credit the original invoice

  Steps:

1. Reverse or adjust the approved timesheet – Refer to Adjust an Approved Timesheet 
2. Approve the adjustment timesheet
3. In Interpreter Review, set the adjustment timesheet to Reviewed
4. Go to Billing > Create Invoice Batch - Whether the Invoice Batch creates a credit note or consolidates the adjusted items onto an invoice depends on how your system is configured and whether there are any timesheets that haven't yet been invoiced for that Debtor. 

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Credit Rebill Process

Best used when:

• The original timesheet has been invoiced and you need to fully credit the original invoice needs to be credited in full and produce a new corrected invoice created
• Only the bill rates need to be changed

For full details on the Credit Rebill process, refer to Credit Rebill Overview  https://fasttrack360help.fasttrack360.com.au/display/MBOV1OH/Credit+Rebilling  

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