Crediting a Bill and Rebilling

To navigate to the Adjust Entire Bill page, select:

Main Menu > Billing > Maintain Bills > Adjust Entire Bill  

Click the Adjust Entire Bill link.

The Adjust Entire Bill search page is displayed.

Enter appropriate information into the Business Unit field.

Example shown here: "18003".

You can narrow your search results by searching for a customer.

To search through the registered customers list, click the lookup magnifying glass next to the Customer field.

Click the Search button.

Your Search Results are displayed beneath the Search Criteria.

Click the appropriate Invoice link.

Example shown here: CNV10001005U link.

The Adjust Entire Bill page is displayed. The top section of the page displays the Business Unit, Customer and Invoice information.

The Select Bill Adjustment Action section provides the Adjustment Actions available for this process.

To select the Bill Adjustment Action, click the button to the left of the Credit & Rebill action.

An Adjustment Reason needs to be entered.

To select the Adjustment Reason, click the lookup magnifying glass next to the Adjustment Reason field.

The Look Up Adjustment Reason window is displayed.

Click the INCORRECT link.

The Credit Bill and Rebill Bill fields are updated with new invoice numbers.

The Header Info 1 link is highlighted to indicate you can click on the link to view the bill details.

Click the Header Info 1 link next to the Credit Bill field.

The Header Info 1 tab displays the negative adjusted amount.

To initiate the adjusting invoice, click the Single Action Invoice button to the right of the Pretax Amt field.

A confirmation window is displayed to inform you that the invoice has been initiated and that no further changes can be made during Bill Entry.

Click the OK button.

Return to the Adjust Entire Bill tab.

Now that you have adjusted the original bill, you must rebill the customer for the accurate amount.

Click the Header Info 1 link next to the Rebill Bill field.

The Billing General page is displayed.

The Invoice field displays the Rebill Bill Invoice number.

The Pretax Amt field displays the amount prior to the adjustment that you will do in the next step.

Make any necessary changes to the billing details.

Enter the appropriate information in the Gross Extended field.

Example shown here: 1399.30.

To change the Bill Status from NEW to RDY, click the lookup magnifying glass next to the Bill Status field.

Click the appropriate Bill Status link.

Example shown here: Ready to Invoice link.

To initiate the invoice, click the Single Action Invoice button.

A confirmation window is displayed to inform you that the invoice has been initiated and that no further changes can be made during Bill Entry.