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Adjustments to the rebill invoice need only be made if the bill rates on the orginal original invoice were incorrect, in which case the bill rates for individual items can be adjusted directly from within the Billing module itself.
Credit Rebill & Multi-currency
If you use multi-currency functionality to issue invoices to debtors in different currencies, be aware that if you use the Credit Rebill process to rebill an invoice but the debtor’s currency has changed since the original invoice was generated, the credit note that will be generated via the Credit Rebill process will be in the debtor’s current currency and not the currency that applied when the original invoice was generated.
If you do need to generate the credit note in the debtor’s original currency, you can temporarily change the debtor’s currency prior to processing the Credit Rebill batch and then switch the debtor’s currency back to their current currency once the Credit Rebill batch has been completed. For information on how to set and change a debtor’s currency, see Adding a Currency Code to a Debtor.
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If you do need to temporarily switch a debtor’s currency as described above, make sure that no other invoices or credit notes are being generated for that debtor at the same time, either as part of an invoice batch or manually, so as not to affect the currency that will be used to generate other invoices/credit notes for that debtor. |
Credit Rebill Wizard
The Credit Rebill Wizard is a series of screens within the Billing module that guide you through each step of the rebill invoice creation process. It is possible to close the wizard at the end of each stage of the process, thereby pausing the process if necessary. At the end of each stage, the results of the credit rebill are saved and the credit rebill is flagged with a certain status identifying the last stage reached. This allows the process to be resumed from the point at which it was paused.
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