Reissuing a client invoice

You can reissue a client invoice when you need to change an invoice that you already printed as Final or sent to the client.

Note:
  • If you change the status of a client invoice from Final to Reissue, ensure that you do the same for any other Final invoices for the project that were created after the invoice. In this way, your changes are carried forward to subsequent invoices.
  • Ajera unapplies any client receipts that were applied in the invoice. If you are using multi-company, Ajera associates the unapplied prepayments with the projects they were applied to. If you are not using multi-company, Ajera associates them with the clients.

Before you begin

  • Ensure that the project for the invoice has a status of Active or Work Hold.

To reissue a client invoice

  1. Open the invoice you want to reissue.
  2. In the Status field, select Reissue.
Note:
  • If you reissue a paid client invoice, Ajera reverses the billed amounts using the accounting date of the original entries. It reverses the receipt entries and includes them in the client prepayments available, using the latest receipt date.

You issue an invoice in May with a payment applied in June. In July, you receive additional payment from the client, which you enter through > Manage > Client Receipts as a prepayment. When you reissue the May invoice, Ajera reverses the billed revenue using the May date, but the payment entries use the latest receipt date, which is July.

  • If you want to reissue the final invoice by combining it with any new billing on the current draft invoice for the project, change the status to Draft, instead of Reissue.
  1. Change the invoice date and number, as needed.
Note:

If you change the invoice number to a larger number, Ajera changes the numbering for subsequent invoices that you print. It does so by changing the last invoice number on either the Company Preferences, Project Command Center, or Client window, depending on how you chose to number invoices in > Setup > Company > Preferences > Billing tab > Auto Assign Invoice Numbers By field.
  1. Make changes, as needed.
  2. Print the invoice as Final.
Note: unavailable in ajeraCore - If you are using billing review stages, the billing review stage automatically updates to Final after the invoice is printed.
  1. Click Close.