Finding Existing Credit Rebill Invoices

The Billing > Manage Credit Rebill > Credit Rebill List screen allows you to list existing credit rebills and to view information about them. This includes any credit rebills that are yet to be finalised and closed as well as those that have been closed. From the Credit Rebill List screen you can open the Credit Rebill Wizard and step back into the credit rebill process or view the details of a closed credit rebill.

To display the Credit Rebill List screen, click Credit Rebill near the top of the Billing application screen. If you already have the Credit Rebill Wizard open, you will need to close or minimise the Credit Rebill Wizard screen in order to see the Credit Rebill List screen.

The Credit Rebill List screen does not list any credit rebills until you perform a search. To perform a search, follow the procedure below.

How to Search for a Credit Rebill

In the search section at the top of the Credit Rebill List screen, type or select as much information about the credit rebills you want to find as possible.

Click here to see a description of the search fields.

Country
Country to which the credit rebill belongs. This defaults to the country to which you are assigned. To search for credit rebills belonging to a country other than the default, select the relevant country name from the list.

Billing Company
Billing company which is issuing the rebill invoice. This defaults to Any Billing Company, thereby allowing you to search for credit rebills regardless of the billing company. To search for credit rebills issued by a specific billing company only, select the relevant billing company from the list.

Debtor Code
Code identifying the debtor company to which the credit rebill is being issued. To find only those credit rebills that are issued to a specific debtor company and you know the debtor company code, type it in this field.

Debtor Name
Name of the debtor company to which the credit rebill is being issued. To find only those credit rebills that are issued to a specific debtor company, type the name of the debtor company in this field.

Status
Status of the credit rebill. This defaults to Not Closed, thereby allowing you to find all credit rebills except those that are in a status of Closed. Alternatively, select any of the following options from the list:

Any Status - finds all credit rebills regardless of their status.
Closed - finds credit rebills that have reached the Closed stage
Credited - finds credit rebills that have reached the Credited stage
Opened - finds credit rebills that have reached the Opened stage
Rate Adjustments - finds credit rebills that have reached the Rate Adjustment stage
Timesheet Adjustments - finds credit rebills that have reached the Timesheet Adjustment stage.

Original Invoice Number
Invoice number of the original invoice to which the credit rebill corresponds. To find a credit rebill that corresponds to a specific original invoice, type the original invoice number in this field if you know it.

Credit Invoice No.
Invoice number of the credit note created to credit the original invoice. To find the credit rebill that corresponds to a specific credit note and you know the invoice number of the credit note, type the invoice number in this field.

Rebill Invoice No.
Invoice number of the rebill invoice generated by the credit rebill. To find a credit rebill that corresponds to a specific rebill invoice, type the invoice number in this field.

Start Date From

Earliest creation date of a credit rebill. To find credit rebills that were created no earlier than a specific date, select a date in this field.

Start Date To

Latest creation date of a credit rebill. To find credit rebills that were created no later than a specific date, select a date in this field.

End Date From

Earliest closing date of a credit rebill. To find credit rebills that were closed no earlier than a specific date, select a date in this field.

End Date To

Latest closing date of a credit rebill. To find credit rebills that were closed no later than a specific date, select a date in this field.

2.

Click Search Credit Rebill.

The credit rebills matching the search criteria are listed in the grid within the Credit Rebill List screen.

To open any of the listed credit rebills in the Credit Rebill Wizard, double-click the relevant credit rebill within the list. The credit rebill will open in the relevant screen of the Credit Rebill Wizard depending on its current status.

For example, if the credit rebill has been finalised and closed, the Review Credit Rebill screen will be displayed, showing the details of the closed credit rebill. If the credit rebill is currently in the Timesheet Adjustment status, the Timesheet List screen is opened to show the invoiced timesheets that may require adjustment before the credit rebill can be finalised and closed.