How to Regenerate Invoices

Regenerating an invoice allows you to regenerate an invoice with updated data. For instance, if an address has changed. As with all accounting transactions in Upmind, an invoice already created cannot be edited. Therefore it will be credited and a new invoice generated with the updated data.

Opening the Invoices page

The first step is to open the invoice that you want to regenerate.

1. Go to the Upmind dashboard.
2. Click Billing on the left side menu.
3. Click the Invoices list menu tab.
4. Click an invoice name to open the document.

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Click an option under the Quick filters heading to filter invoices.

Regenerating an invoice

Invoices store fixed data and won't dynamically update if, for instance, the client's address changes. Regeneration of an invoice gives you two options. You can either:

• Regenerate just data - This gets a fresh copy of the data and updates the invoice. It does not update the address or company, or check tax rates.

• Regenerate with change of address (and/or company) - This updates the address and company details to the different details of the client and lets you choose whether these should be used for future renewals of this contract product.

  • If the Invoice is Unpaid:
    • Our system will update the address and/or company info.
    • Taxes are recalculated based on the new details.
    • Invoice number stays the same, but Total, Tax, and Net amounts may change.
  • If the Invoice is Paid:
    • Our system recalculates just like for an unpaid invoice.
    • If the new total is higher, the invoice becomes unpaid again, and the client must pay the difference.
    • If the new total is lower, a partial credit note is issued, and the difference is refunded as account credit.

• You can also choose whether to apply the updated tax rules to the related product. If you enable this, future invoices for that product will follow the new tax settings.

  

Step to Regenerate the Invoice

1. After you choose the invoice, scroll down the invoice page.
2. Click the Regenerate invoice button.

3. On the next page, change the company name or address. (optional).
4. Click Regenerate. (optional).

• Upmind sends the client an email notification with a link to the current invoice.

If you want to regenerate a tax invoice, the best solution is to fully credit the invoice and then regenerate a new renewal invoice.

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NOTE

On the email notification, please ensure that you’ve set up the Invoice PDF Regenerate Trigger under Settings -> Actions. You can either add it to the PDF Generated action or create a new action template for it.