Skip to main content

Hi, we are using V14.5

We have a user with a 400 line contract, that has just invoiced this month before realising someone had added some products to it, affecting their price, plus adding an interim.  Result is that their latest invoice includes the interim plus an inflated price that they cannot charge to this customer.

So I am looking for a way to cancel or back-off this invoice, remove the extra charges from the contract, then invoice again, the normal amount for this month.

We cannot use an interim because interim invoices do not include the Items from the contract and the customer is not happy to accept an invoice unless they can see which products were sold on which Installed items.

I tested with Customer Credit Notes too but although I can see the credit shown in the Invoice logs, I cannot seem to them invoice the credited amount again in the contract.

I guess I am looking for a contract equivalent on the Credit and Adjust for Service Orders.

Can anyone suggest some ideas please?

Thanks

Chris

Hi Chris,

 

Unfortunately Contract does not have a function to full rollback invoices, so the same period can be re-invoice.

As you’ve already said, customer credit note just reverse the financial part of it, but not the contract billing period.

The only way to achieve this is to create an sql script for rolling back contract invoices.

Please create a ticket with IFS and go from there.

In order to stop the invoice being pickup by GLDistribution, you can change the invoice_stat_id  from 10 to 200 until this matter is resolved.

 

Regards,

Joshua

Thanks Joshua

Reply


Terms & ConditionsCookie settings