Issue/Symptom/Question

Until now I have only had to make billing adjustments “in full.”  Either an entire entry needed to be on hold or to not be billed at all.  I now have a new situation where a 10-hr entry may need to only bill 6 of those and hold 4 for the next invoice cycle.  I do see that when I reduce the number of hours on an existing entry using the “Hours to Invoice” item that it does reduce the “Invoice Amt” in dollars.  But what happens to the amount left over?  Is that different just gone forever, or does it come back in the next cycle as a billable item/amount?  

Example: Changing the Hours to Invoice to 4.  What happens to the remaining 5?

Applies To

T&M Billing 

Adjusting an Invoice in Automated Invoicing

Resolution/Fix/Answer

Use the Partial Hold feature on the record.

• Click the button
• Answer Yes to the question
• Enter the hours to Hold or mark as Not Billable
• Close the popup, if an question shows answer Yes
• Query back the records using the red Q (should see a row for the billable portion and a row for the on hold or not billable portion)

This Record will be billed.  The Y Bill status from the initial 40 hours, less the 20 put on hold in the popup, leaves 20 hours billable for this invoicing cycle.

This Record will be included on a future billing because it is on Hold (H - Bill Status).  If the Bill Status was N, then the amount will not be included in a future billing.