Re-billing 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 in 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 invoiced period (re-bill) and complete the following additional fields:
      1. Re-billing: Check this box in case of re-billing. Amounts already collected for the re-billed period will automatically be deducted from the new invoice.
      2. Allocation of fixed fees: This box is checked by default. It prevents the deduction from the new invoice of postal mailing or reminder fees already invoiced for the re-billed period.
      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 only contains the logo, it will be used as the background for the title and content defined below. Conversely, if the Title and Content fields are left empty, the explanations must appear directly in this model. It is recommended to always perform 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 created automatically. You will then need to Refund an account.

How Did We Do?

Visualizing Supplier Financial Documents

Refund an Account

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