Currently the flow must be handled manually through Create Corrective credit memo and then manually create a new Sales invoice.
Comments
This is especially important for Projects where crediting and rebilling without the Cancel/Correct functionality means creating new Project Planning Lines manually to then transfer those planning lines to a Credit Memo and transfer to a new Invoice. It is very common for users to have a previously closed month that they need to go back and credit/rebill customers to adjust what they are billing the customer.
Category: Financial Management
Most credits/voids we do are from an invoice that was posted in a previous (closed) month. Not sure why this would not automatically date the credit for the current month. You do not want to change financials to a closed month. The amount should hit the current month not a past month.
Category: Financial Management