Canceling and Regenerating Invoices - Revision history

SarahK: /* Regenerate the invoice */

2022-04-19T18:27:24Z

‎Regenerate the invoice

SarahK: Created page with "Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service. ==Cancel an invoice== To cancel th..."

2022-01-14T18:19:36Z

Created page with "Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service. ==Cancel an invoice== To cancel th..."

New page

Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service.

==Cancel an invoice==

To cancel the original invoice:

# Navigate to '''Billing > [[Invoices]]'''.
# Click on the invoice.
# Click '''Marked Cancelled'''.

==Regenerate the invoice==

To regenerate the invoice for the same period:

# Navigate to the '''Products/Services''' tab of the client's profile.
# Click on the service.
# Move the '''Next Due Date''' value forward by one day. This will ensure that the value in the database resets to match the next due date when using [[Invoice_Tab#Continuous_Invoice_Generation|continuous invoicing]].
# Click '''Save Changes'''.
# Navigate to '''Summary''' tab of the client's profile.
# Click '''Generate Due Invoices'''.

@@ Line 13: / Line 13: @@
 To regenerate the invoice for the same period:
-# Navigate to the '''Products/Services''' tab of the client's profile.
+# Navigate to the '''[[Clients:Products/Services Tab|Products/Services]]''' tab of the client's profile.
 # Click on the service.
 # Move the '''Next Due Date''' value forward by one day. This will ensure that the value in the database resets to match the next due date when using [[Invoice_Tab#Continuous_Invoice_Generation|continuous invoicing]].
 # Click '''Save Changes'''.
-# Navigate to '''Summary''' tab of the client's profile.
+# Navigate to '''[[Clients:Summary Tab|Summary]]''' tab of the client's profile.
 # Click '''Generate Due Invoices'''.