Once a billing company record has been created it is possible to edit any of the attributes of the record unless invoices have already been generated against the billing company. If invoices have been generated against the billing company, the billing company record can still be edited but the following conditions apply:
the validity period of the record cannot be changed so that it is later than the date of any invoice generated against the billing company record
the validity period of the record cannot be changed in a manner so that the validity period of any offices linked to the billing company record fall outside the new billing company record validity dates
if the validity period of the record is changed, the validity periods of all rounding rules that apply to the billing company must be changed to ensure that the first set of rounding rules has the same validity start date as the record itself and that there is one set of rounding rules valid at all times throughout the validity period of the record
the country to which the company belongs cannot be changed once an invoice has been generated against the billing company record.
To update an existing billing company record, follow the procedure below.
How to Update an Existing Billing Company | |
Navigate to Billing > Maintenance > Billing Company. The Billing Company Maintenance screen opens. | |
2. | In the Search section at the top of the screen, select any search criteria that is relevant to the billing company that you want to edit and click Search. Alternatively, to find all existing billing companies just click Search without changing any of the default search parameters. Existing billing companies that match your search criteria are listed in the Results section of the screen. |
3. | In the Results section of the screen, locate the row that corresponds to the billing company that you want to edit and click the View button at the start of the row where that item is listed. The details of the billing company are displayed in the Billing Entry screen. |
4. | Change any of the billing company attributes as required. For more information, see How to Create a Billing Company. |
5. | Click Save. Your changes are saved and the Billing Company Entry screen closes. |