If a client contacts me with an issue about an invoice I would like to be able to correct and reissue the invoice with whatever additions, deletions, corrections are necessary. I can't find any means of undoing an invoice and starting over. Is there a way to do this?
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11 comments
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Rob Sherrard - Imageer You should be able to accomplish what you need by editing the individual work items which comprise the invoice. Items not desired in the revised Invoice can have their checkbox cleared in the Invoice Editing scene, or new work items can be added to the project and included in the invoice by choosing their checkbox in the Invoice Edit scene.
To maintain revision control, I add an alpha suffix to the original invoice number and include a revision date for the newly issued invoice.
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Tom Murdoch What I usually do, and I may be wrong, is simply delete the invoice and generate the corrected one, because deleting an invoice does not delete the data in the invoice, just the display of that data. I think of an invoice as a report. I can just run a new report.
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Brian A. Wagner Hmmm - I guess I was a little hasty with the wording of this query. Thanks Rob & Tom, those responses do work. I guess what I should have asked is: "Is the only way to invoice for work that occurred before the last invoice date to reissue the invoice? E.g. a subsequent invoice will not pick up any work items before the date of the previous invoice even if those items are listed as "unbilled?"
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Tom Murdoch "a subsequent invoice will not pick up any work items before the date of the previous invoice even if those items are listed as "unbilled?""
I don't believe that's true, in fact i know it's not, if I understand you correctly. In my case, I uncheck the time entries on the edit invoice window that I don't want to appear on the invoice, and they those uncheck (unbilled) items will appear on my next invoice, which again I have the choice to bill them or not.
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Rob Sherrard - Imageer What's "right" is what fits your workflow. My SM is set up to increment to the next invoice number automatically when an invoice is generated. If I delete an invoice, then that deleted invoice number is "used up" and leaves a gap in the invoice number sequence (which offends my sense of order).
(As Tom has said while I'm typing slowly) With regard to Brian's comment, What gets included in a new invoice is whichever work items have been chosen by checking their checkbox in the invoice generator. It shouldn't care that there are items invoiced from later dates.
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Brian A. Wagner I tried adding some billable items in the "work" window that should have gone on the last invoice. They appeared in the "work" window as unbilled items. However, when I tried to generate a new invoice those old items were not included; the new invoice would only go back as far as the day after the last invoice was generated. What I finally wound up doing was marking the entries in question as "unbillable" in the "work" window and then adding them as an additional expense item in the "invoice generation" window. Since the items wound up being dated the day of the invoice I had include an explanation in the work description to indicate what the items were for.
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Tom Murdoch Brian, we must be doing in differently because I am able to bill for any time or expense incurred against the job, since the job was created, as long as they haven't been billed before, regardless of how many invoices I have issued.
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Rob Sherrard - Imageer As Tom has said, there must be something different in how your Studiometry is configured. I can go back over a year and create a new work item and invoice it regardless of whether there have been intervening work items and invoices.
What is the setting of Item Mode in your Edit Debt/Credit scene for an item you can't invoice? By default, mine are Billable
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Brian A. Wagner Well it didn't work that way for me. My items are defaulted to "Billable" too. Maybe the 8.2 upgrade fixed whatever was out of whack.
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Rob Sherrard - Imageer I suspect the issue is other than revision 8.2. I've been a SM user since 6.x and haven't encountered this kind of behavior. For the record, my SM runs under Windows on 2 networked workstations.
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Oranged Support When you go back and edit the old invoice, do the new work items appear at all in the "Invoiced Items" list? You would need to manually check the new items in that list to add them to the old invoice, as the invoice will always save its specific list of items and not automatically add new items.
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