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Converting Billing Documents to Credit Notes

You can roll back complete billing documents generated during a billing run. To achieve this, you can convert billing documents of type Invoice to credit notes. This creates a new billing document of type Credit Note to match the invoice. You can choose whether to allow billing schedules for that invoice to be rebilled at a later date.

If a usage record was used to calculate the quantity for a billing document line, the Billing Document Line Item field on that usage record is cleared if the option to allow the invoice to be rebilled was selected.

If your organization uses the Billing Central to FinancialForce Accounting integration, the billing document is posted to FinancialForce Accounting as transactions when the document is converted to a credit note. If a billing document fails to successfully post to FinancialForce Accounting transactions, you can retry the action. See Posting Billing Documents to Accounting.

Notes: Notes Notepad

You can only convert complete billing documents of type Invoice that have not already been converted to a credit note.

If you choose the option to allow rebilling, related billing schedules are updated to reflect that billing has been rolled back.

Two notifications are sent when billing documents are converted. One notification is sent to indicate that the conversion is complete and a second notification indicates that the process to update the Total Billed field on related contracts is complete.

Converting Several Documents

To convert several billing documents:

Select the billing documents you want to convert in the list view on the Billing Documents tab.
If you want to allow a billing document to be rebilled at a later date, select its checkbox, otherwise clear it. If you select the checkbox, the Billing Document Line Item field on related billing schedules is cleared.
Click Convert to Credit Notes.

Converting a Single Document

To convert a single billing document:

Click Convert to Credit Note on the billing document you want to convert.
If you want to allow the billing schedules for the document to be rebilled at a later date, select the checkbox, otherwise clear it. If you select the checkbox, the Billing Document Line Item field on related billing schedules is cleared.
Click Convert to Credit Note.