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

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the site > Administration > Accounting > Invoices.
  2. Click the + button and fill out the following fields in the form:
    1. Set the parameters according to Generate one or more invoices
    2. Re-billing: Click the pencil icon to re-bill a previously billed period (re-bill) and complete the following additional fields:
      1. Re-billing: Check if this is a re-billing. Amounts already received for the re-billed period will then be automatically deducted from the new invoice.
      2. Allocation of fixed fees: This box is checked by default. It allows for not including in the amount to be deducted from the new invoice any postal mailing or reminder fees already billed for the re-billed period.
      3. Cover page: In order 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 defined below. Conversely, if the Title and Content fields are left empty, the explanations must be included directly in this model. It is recommended to always conduct tests before sending.
        2. Title: Title of the cover letter
        3. Content: Text of the cover letter
  3. When sending invoices that have a negative balance, a refund will be created automatically. It will then be necessary to Refund an account.

How Did We Do?

Visualizing Supplier Financial Documents

Refund an account

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