Adjusting bills or creating a billing invoice from an existing invoice

When you adjust a bill, you create a new billing record using data from a referenced invoice. The record can be a credit invoice or a debit invoice.

  1. Select Manage Processing > Invoice.
  2. Click Create Invoice From Invoice.
  3. Specify this information:
    Company
    Select a company number.
    From Invoice
    Select the invoice to copy the data.
    Auto Apply
    Select this check box if this invoice is a credit memo and the Receivables is automatically applied to the referenced original invoice.
    Batch
    Select a batch number.
    Override
    Select this check box to override the field values. For credit memos with an invoice type of From Invoice, this field must be selected so that the Reason Code is Credit or Return based.
  4. After the header and detail lines are created, the values of the From Invoice field are copied to the new invoice.
  5. Optionally, change header and detail line information.
  6. Click OK.
  7. Select Actions > Release.