Currently, a credit for an invoice created through MS Invoice Edit in a prior month can only be performed by creating a negative ticket in MS Ticket Entry, posting that batch, invoicing that negative ticket, then applying that negative invoice to the original invoice. If the ticket needs to be rebilled, you then have to create the adjusted ticket in MS Ticket Entry, post it, and then create the new invoice in MS Invoice Edit. If you have an invoice that contains many tickets, and they all need to be rebilled, this process can take up to a full day.
What would be nice is to be able to pull up the invoice in MS Invoice Edit via File > Add invoices to credit (this would be a new function), and process that batch to credit A/R and debit revenue, and also have an option during the process to also create the credit batch in MS Ticket Entry, and another option that would also create another a second batch in MS Ticket Entry if the batch needs to be rebilled. The credit batch in MS Ticket Entry could then be processed and invoiced and offset against the original invoice, and then the rebill batch could be adjusted as needed and then invoiced.
I do not know if the process I laid out is the optimal approach, but something needs to be created to streamline credits/rebills. What we have today is archaic.
Guest
| Company | Carolina Sunrock |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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For what it is worth, we could spend quite a bit of time developing a solution internally that would be similar to what I describe above. Any solution that we create would be on the Vista side, and not on the Integra side. This just seems like a core functionality update that is needed in the system.
we use Integra.
Chris,
I've seen some more automated approaches to credits and rebills but only for certain scale solutions. Do you mind telling me what scale software you're using?