How to change company under which invoice has been generated
Switching the company for your generated invoices is a common need for businesses. We have simplified this process with a one-click system, making it easy for you to change companies on your invoice while keeping the invoice series intact.
A) How to change the company under which the invoice is generated:
Go to Operations - Billing - Click on the invoice - Click on the top right gear icon - Select ‘Change Billing Company’ - Select the company you want to change the invoice under - Save
Booking is added to the new invoice and the old invoice is cancelled.
Note: The invoice number for the new invoice is auto-generated based on the last invoice raised, you can always change the invoice number while creating a new invoice.
B) How to re-use the cancelled invoice:
Once you have generated a new invoice, the old company invoice is in a cancelled state, this invoice can be re-used for a new booking.
Go to Operations - Billing - Click on the invoice - Click on ‘Remove Cancellation’ - Edit and add new booking to the invoice
Thank you.
A) How to change the company under which the invoice is generated:
Go to Operations - Billing - Click on the invoice - Click on the top right gear icon - Select ‘Change Billing Company’ - Select the company you want to change the invoice under - Save
Booking is added to the new invoice and the old invoice is cancelled.
Note: The invoice number for the new invoice is auto-generated based on the last invoice raised, you can always change the invoice number while creating a new invoice.
B) How to re-use the cancelled invoice:
Once you have generated a new invoice, the old company invoice is in a cancelled state, this invoice can be re-used for a new booking.
Go to Operations - Billing - Click on the invoice - Click on ‘Remove Cancellation’ - Edit and add new booking to the invoice
Thank you.
Updated on: 01/02/2024
Thank you!