How to Regenerate Invoices

Regenerating an invoice lets you create a new invoice with updated information, such as a changed address. Since invoices in Upmind cannot be edited once created, the original invoice is credited, and a new one is generated reflecting 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

When regenerating an invoice, you have two options:

• Regenerate just data - This gets a fresh copy of the data and updates the invoice, but does not change the address, company details, or tax rates.
• Regenerate with change of address (and/or company) - This updates the client’s address and company information and lets you decide if these changes should apply to future renewals of the contract product.
  • If the Invoice is Unpaid:
    • The system updates the address and/or company details.
    • Taxes are recalculated based on the new information.
    • Invoice number stays the same, but Total, Tax, and Net amounts may change.
  • If the Invoice is Paid:
    • The system recalculates the invoice similarly to an unpaid invoice.
    • If the new total is higher, the invoice status changes to unpaid, 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.
• Additionally, 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.

Steps 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.