Billing: Editing an Invoice View

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Once you create an invoice, editing and configuring the invoice options are presented to the user.

You cannot edit invoices in Approved and Approved & Distribute. In the event where a user made a mistake, the user must delete and re-generate the invoice.

 

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  1. Edit: Select this option in the draft status or from the preview when all validations are completed.
  2. Summary: The details of the invoice.
    • Bill To: The account that will be billed.
    • Bill From: The billing information of the company.
    • Number: Invoice number. This can be changed if needed.
    • Contract: The contract associated with the invoice. This can be changed if needed.
    • Date: The date of the invoice.
    • Due Date: The due date of the invoice.
    • Period Start The start of the invoice period.
    • Period End: The end of the invoice period.
  3. Invoice Lines: The details of the invoice.
    • Bill Item: The billing item that is associated with the price tier.
    • Line Memo: The name of the price tier.
    • Items: The number of items.
    • Quantity: The quantity of the bill item.
    • Rate: The rate of the bill item.
    • Subtotal: The quantity time rate, the cost before taxes.
  4. + button: Click this option to edit the current bill item.
    • Bill Item: You can change the bill item.
    • Line Memo: You can change the line memo.
    • Quantity: You can change the quantity.
    • Rate: You can change the rate.
    • Service Date: You can change the service date.
    • Service Location: The service location can be changed (Site).
  5. + Add New Item to this Line: Will add a new billable charge under the currently selected item
    • Bill Item: You can change the bill item. By default, it will be the bill item from the bill item selected to add a new item to this line.
    • Line Memo: The line memo that you can fill out.
    • Quantity: The quantity that you can apply.
    • Rate: The rate that can be applied.
    • Service Date: The service date that you can apply.
    • Service Location: The service location can be changed (Site). By default, the bill item selected to add a new item to this line will be the service location.
  6. + / +: Select this option to apply a new bill item.
    • Bill Item: The billing item to apply.
    • Line Memo: The line memo that you can fill out.
    • Quantity: The quantity that you can apply.
    • Rate: The rate that can be applied.
    • Service Date: The service date that you can apply.
    • Service Location: The service location can be applied (Site). 
  7. Invoice Memo: You can change this to add a new invoice memo other than the default one.
  8. PO Number: You can change this. The PO number is from the selected contract.
  9. Subtotal: The subtotal of the current invoice, including the changes, if any. This does not contain any taxes. Taxes will be applied later.
  10. Language: Select a different language.
  11. Save as Draft: Select this option to save the invoice in the Draft status.
  12. Approve: Select this option to save the invoice in the Approved Status.

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