We’re on 2020 R2. Looks like the KB article doesn’t apply in this case. In this scenario, because the invoice was released, it can’t be deleted (so it appears). So to void entirely, we reverse/apply to memo. I thought that if you do reverse/apply to memo, the service order and/or appointments can be reprocessed through either Run Appt Billing or Run Service Order Billing (depending on the circumstances), but that’s where I’m stuck. In this case the appointments aren’t showing back up in Run Appt Billing for processing, so either it doesn’t function that way or I’m missing something. I feel like they were supposed to show up for processing again after voiding, but I can’t remember…
Thanks Olesia! Looks like Automation Steps and workflow editing might help with what I want to achieve. I will probably submit as a feedback idea as well!
Thanks @Olesia Alpeeva!
@Anacarina Calvo That worked! Thank you!
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