Add Additional Records to an Existing Invoice
When Billing is posted in Companion, the process always creates a new Invoice for each Payer.
If you need to correct an already posted Invoice to add some additional Billing records that were calculated after the original Invoice was already posted, there are two ways of doing it.
(Version 6.3 or higher)
This option might be very useful as you do not need to un-post and re-post your billing!
First calculate and post the new billing records.
To add the new Billing records to the previously posted invoice,
- Find and select the desired billing record in Posted Billing and click on the Edit button in the main toolbar.
- Choose the desired Invoice in the Invoice Number drop down box in the upper right of the Edit Billing Record screen and click Save. This record is now attached to that invoice.
- Repeat as necessary for any additional records.
(Version 6.2 or lower)
Un-Post / Re-Post the Existing Invoice
First calculate the new billing records, but do not post them.
The existing invoice will need to be un-posted to allow the billing to be re-posted to the same Invoice number.
First find all of the records for the existing Invoice. Note the current Invoice number and un-post the records.
Make sure all of the records for the Invoice are un-posted. If the invoice number is still in use by one or more records, or Invoices are being re-posted for multiple Payers/Clients, any currently-used Invoice numbers will be skipped until an unused number is found.
Remember that any invoice has only have one payer, but many clients could be included on a single invoice.
Next re-post Billing, including all of the old and new records to create a new Invoice. When prompted, change the starting Invoice Number to the old Invoice number to re-use it. All of the records you wish to be on the same Invoice must be posted at the same time.
Edit the Billing Record(s) to Change the Invoice