Billing Term Changes and the Invoice Approval Process

If you use the Billing Invoice Approvals feature and you make changes to the billing terms for projects that have approved, submitted, or rejected invoices in progress, the billing terms changes are not applied to these invoices.

To recalculate amounts on the already approved, submitted, or rejected invoices, you can resubmit them in Interactive Billing.

An alternative to resubmitting is to insert new transactions in Interactive Approvals or Interactive Billing and then recalculate the invoice.

Example: You update the labor rate table in Billing Terms for a project that has a submitted, approved, or rejected invoice. The invoice is not recalculated to incorporate the new rates. For it to recalculate, you must resubmit the invoice or insert new transactions and then recalculate the invoice.