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Rebill an Invoice that was credited in error

Veröffentlichungsdatum: Oct 16, 2024
Beschreibung
Use Cancel and Rebill to cancel the current invoice and redo it.
Use Credit to fully credit the invoice to your customer. 
See Issuing Credits for more details.

If you used the Credit button instead of Cancel and Rebill on an Invoice, several steps are required to offset the Credit Note that was created and to reset the invoice so that Cancel and Rebill will work and not throw this error:
Failure - You can't cancel and rebill an invoice that has allocations. Unallocate any payments, credits, or debits from the invoice and try again.
Lösung
1. Unallocate the Credit Note that was created . You can do this using the Allocation button on the Credit Note.

2. Use the steps in Correct Errors on Posted Credit Notes to create and allocate an offsetting Debit Note for the Credit Note.

3. The next steps have to be done with the triggers disabled since the Billing package has validations in place to prevent changing the AR Status and Action field. This is safer when done with the TriggerControl method rather than using the package setting.
a. On the Invoice, set AR Status and Action to null.
b. On all the Invoice Lines, set AR Status to null

4. Now you can Cancel and Rebill the Invoice using the Cancel and Rebill button.
Nummer des Knowledge-Artikels

000392288

 
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Salesforce Help | Article