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Question

Hold Remainder function creates two additional transactions in the Pro forma invoice


NAthukorala47
Jr Varsity III
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HI,

 

We have created an employee time card and created a Pro forma invoice.
In Pro forma Invoice we have changed the Qty to invoice as less amount.


We changed the line status to "Hold Remainder".


When we ran the next billing, the system created 2nd invoice lines as we expected.
However, the remaining qty(From the Previous bill) relevant lines have been duplicated.


Could we stop this duplication? Attached is the screenshot.

Heidi Dempsey
Community Manager
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@NAthukorala47  This will take some investigation as to why the lines are being duplicated.  Will you please enter a case and add credentials and specific project and transaction etc.


We have the same issue on our side, the thins is that the reason the transacion dicplicates itself is that it passes through all the billing rules and applies fees. The check mark that transforms the transacion to “billed” will not apply to “reported transaction”, and until we “write off” the firts line ot the “reported transaction” the line will continue to reapeer into the nexts pro formats, x times the number lines in the billing rules. How can we stop this


Heidi Dempsey
Community Manager
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@marcandrematte  that doesn’t sound like out of the box behavior.  Please enter a case with credentials so we can look into this situation.


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