Problem

The Credit Invoice button is greyed out.

Solution

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

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

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

Process an 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

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. 

The Credit Rebill Process

Best used when:

• The original timesheet has been invoiced and you need to fully credit the original invoice and produce a new corrected invoice
• 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

Online Help:

https://fasttrack360help.fasttrack360.com.au/pages/viewpage.action?pageId=2687724

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