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

1. 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.

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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.