Reverse an Invoice & Billing Event
Cancel the Invoice and Revert the Billing Event
After running the End of Month process, there may be issues identified with an invoice such as wrong hours or bill rates. In order to fix this you will need to regenerate the invoice:
- Depending on the state of the invoice (posted or not), you will need to cancel it in one of two ways:
- If the invoice has been posted (Invoice Status = 'Complete'), you will first need to create a credit note to remove the outstanding transactions:
- Click into the posted invoice
- Click on the 'Convert to Credit Note' button in the top-right
- Once the Sales Credit Note is shown, click on 'Post & Match' button in the top-right
- If the invoice has not yet been posted (Invoice Status = 'In Progress'), you can discard the invoice immediately:
- Click into the invoice
- Click on the 'Discard' button in the top-right
- Now that the Invoice has been cancelled, you need to undo the Billing Event to allow the billable items (timecards, milestones, expenses) to be modified:
- Click into the cancelled Invoice
- Click on the 'Billing Event' link to view the related Billing Event
- Click on 'Revert Billing' button in the top-right corner and confirm
- With the Invoice cancelled and Billing Event reverted, make the required fixes to the timecards, milestones or expenses, then recreate the Billing Event and Invoice.
Generate a single Billing Event and Invoice
This process should only be used after cancelling the invoice and reverting the Billing Event above:
Create a Billing Event
- Click into the Project you wish to create a new invoice for
- Click on the 'Project Billing' button in the top-right
- Select the relevant timecards, milestones and expenses to create an invoice for (if creating an invoice for the previous month, be careful not to select items from the current month)
- Click 'Generate Billing Event'
- Click 'Release' in the top-right corner to generate the Sales Invoice
Follow Step 5 from the End of Month Billing Process to post the invoice and send it to the Job Manager