Reissue Invoice

Reissuing an invoice creates a new manual invoice that duplicates the original invoice’s invoice items, item prices, and invoice details, but creates a new invoice number and invoice date, pulls the current administrative information from the billing account, service information, and order information, and, optionally, recalculates the tax based on any changes to the addresses and invoice date.

For example, a customer states the tax calculation on the invoice is incorrect because the service address for a service charge is incorrect. Complete the following steps to credit and rebill the service with the correct information:

  1. Reverse the original invoice to credit the incorrect invoice. Refer to Reverse Invoice for more information.

  2. Edit the service to change the service address. Refer to Services Module for more information.

  3. Reissue the original invoice and select the Retax checkbox to create a new manual invoice that calculates the tax based on the updated service address.

If you want to keep the financial information exactly the same but need to update an address or a PO number, you may want to regenerate an invoice instead of reissue. Alternatively, you can create a manual invoice that gives you greater control over financial changes. Refer to Manual Invoices for more information.

Complete the following steps to reissue the invoice:

  1. Select Customer Billing from the Gotransverse application menu Module menu icon.

  2. Navigate to the desired billing account and click the Invoices tab.

  3. Find the invoice you want to reissue and under Actions, click the ellipsis ellipsis icon icon, and then select Reissue.

  4. On the Reissue Invoice window, enter the required and relevant information:

    5. Reissue Invoice Window

    Reissue Invoice Window

    Required fields are marked with an asterisk.

    • Name* — Enter a name that will identify the bill batch associated with the reissued invoice. By default, it is specified as the name of the billing account, date, and time when you reissue the invoice.

    • Invoice Date* — Enter the date of the invoice. This date can be backdated up to the oldest open service period.

    • Description — Enter a description if necessary.

    • Manual Invoice Reason* — Select the manual invoice reason from the list.

    • Automatic Approval checkbox — Select to immediately approve the bill batch created for the reissued invoice. If Automatic Approval is unchecked, an administrator must approve the bill batch before it will run and produce an invoice.

    • Use Payment Term checkbox — Select the checkbox to use the payment terms defined by the billing account. Clear the checkbox to enter the due date for the invoices generated by the bill cycle run in the Invoice Due Date field.Payment terms are the period of time between the Invoice Date and when the invoice is considered past due. You can create Payment Terms and then use them through Account Categories in the Setup application (refer to Account Categories).

    • Retax checkbox — Select the checkbox to recalculate the taxes on the invoice. You may want to recalculate taxes if the tax rate, tax status, or service address of the billing account has changed since the date of the original invoice.

    • Tax as of Date — Displays only if the Retax checkbox is selected. Enter the date when taxes should be recalculated.

  5. After you have filled in all required fields, click Reissue Invoice. A new manual invoice will appear in the list of invoices.