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Rebilling AIA/Pro Forma after Reversing a Progress Billing

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All, 

We are new to Acumatica, and we are running into an issue when we have to reverse a progress billing. We reversed it using the Proforma, not the AR function, and applied the credit memo as we have been trained. The issue we have now is when we try to rebill the project, the system reflects the percent billed that we reversed and we cannot correct it. We need the ability to reverse and later rebill the same percentage without issue. Has anyone else run into this issue? If so, how did you correct it? 

Best answer by iqraharrison

@sglenn39 when you reversed/corrected the proforma, did the corresponding AR invoice get reversed and credited out? if so, then the actual amount invoiced on the project should have reflected the reversed invoices thus when you go to create a new proforma, you can just update the percentage you’d like to bill as Heidi stated.

if this isn’t the case, can you share some screenshots related to the issue?

thanks!

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chameera71
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Heidi Dempsey
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@sglenn39 Thank you for your question.  Are you referring to the Completed (%) column reflecting this amount?  This can be manually changed and you should be able to bill the same percent.   If you are not able to do this, please reach out to me directly so I can take a look.   We are working on getting this column updated when changes are made.

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  • May 19, 2023

@sglenn39 when you reversed/corrected the proforma, did the corresponding AR invoice get reversed and credited out? if so, then the actual amount invoiced on the project should have reflected the reversed invoices thus when you go to create a new proforma, you can just update the percentage you’d like to bill as Heidi stated.

if this isn’t the case, can you share some screenshots related to the issue?

thanks!

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
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