Re-bill Invoices in a Past GL Period
You can re-bill an item that is in a closed GL period. Re-billing is only relevant if you lock your system by GL period. Re-billing will allow you to remove an invoice an re-invoice an order. The system will track that an invoice was removed for re-billing.
You must remove all payments from an invoice before it can be re-billed. You must have the permission to re-bill invoices. You will find the permission in the Billing tab of the user permissions. Re-billing and deleting invoices are separate permissions. Re-billing is only relevant if you enforce GL period data entry.
You can re-bill invoices by going to the invoice search. Items that are eligible for re-bill will have a different removal icon than an item in a current period.
Click on the trash can to re-bill the invoice. This will remove the invoice and allow you to create a new invoice for the line item(s).
If you don’t see the re-bill option on the invoice page, it means there are payments applied to the invoice. You must void the payments in order to re-bill the invoice.
You can void the payment by going to Billing > Recorded Payments.
Voiding the payments will move any applied payment and add those payments to the company’s cash account.
You can then go back to the invoice page to re-bill the invoice.
You can create a new invoice or invoices for the order and apply the cash account payment to the new invoice.
You will see a record that the invoice was re-billed in the company’s invoice tab.