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 create both a credit note and new invoice

Which option to use will depend on what needs to be credited

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

Steps:

Reverse or adjust the approved timesheet – Refer to Adjust an Approved Timesheet
Approve the adjustment timesheet
In Interpreter Review, set the adjustment timesheet to Reviewed
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.

Credit Rebill Process

Best used when:

The original timesheet has been invoiced and the original invoice needs to be credited in full and 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

Online Help

For further information on crediting invoices, refer to Crediting & Adjusting Closed Invoices

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