Re-bill a previously billed period (re-billing)

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the site > Administration > Accounting > Invoices.
  2. Click on the + button and fill in the following fields in the form:
    1. Set parameters according to Generate one or more invoices
    2. Re-billing: Click on the pencil icon to re-bill a previously billed period (re-bill) and complete the following additional fields:
      1. Re-billing: Check this box if re-billing. Amounts already received for the re-billed period will then be automatically deducted from the new invoice.
      2. Fixed cost allocation: This box is checked by default. It prevents including postal mailing or reminder fees already billed for the re-billed period in the amount to be deducted from the new invoice.
      3. Cover page: To attach an explanatory letter to the new invoice to provide explanations to the consumer, a page can be added.
        1. Model: Letter in PDF format. If the model contains only the logo, it will be used as a background for the title and content set below. Conversely, if the Title and Content fields are left empty, explanations must appear directly in this model. It is recommended to always conduct tests before sending.
        2. Title: Title of the accompanying letter
        3. Content: Text of the accompanying letter
  3. When sending invoices that show a negative balance, a refund will be automatically created. You will then need to Refund an account.

How Did We Do?

Visualizing Supplier Financial Documents

Reimbursing an Account

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