Why would I need to regenerate an invoice?
There are a number of reasons why you may need to regenerate an invoice; almost always it’s about correcting something wrong or missing on the invoice.
One or more work orders may not have been properly invoiced.
The total amount due is incorrect due to incorrect pricing, missing fees, taxes, etc.
You recently gave a configured service a customer-facing “Billing Name” so as to help them better understand what that service is.
How do I regenerate an invoice?
Before we begin, note that we can only regenerated unpaid invoices.
Paid invoices have already been sent to the customer and paid for; any AR/AP adjustments must be done through a separate invoice.
Draft invoices have not been sent to anyone, thus there is no invoice to regenerate and repost (resend).
That said, all you need to do to regenerate an invoice is to go to that invoice, click the 3-dot menu, and click “Regenerate and Repost.”
What work orders can be included with the regeneration of an invoice?
Any work order associated with an On Request service that’s been marked “Ready for Invoice.”
Will the work order from a recurring service be updated when you regenerate?
Only if there was a change to the service’s details. For example, adjustments to the service’s Billing Name, service dates, etc.
Can you select what work orders are included when you regenerate?
No; at this time, regenerating unpaid invoices will invoice any work orders that are marked Ready for Invoice for the time period in question.
Can you regenerate a paid invoice?
No; paid invoices are settled and you’ll need to address any discrepancies with a separate, future invoice.
I regenerated an invoice that had work orders I’m not ready to bill for; what do I do?
Delete that invoice, update the work orders you’re not ready to bill for to “Not Ready for Invoice,” then recreate the invoice.
I created/regenerated an invoice, but several work orders are missing from it.
It’s most likely due to services tied to the work orders were deactivated on the customer’s profile. If any of them were incorrectly deactivated, reactivating them and then recreating the invoice will solve your problem.
Feedback? Questions?
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