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Field Service forum

How to make changes to Agreement Invoices going forward?

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Posted on by 719

When you need to make a change to future Agreement Invoices what is the best way to cancel future Invoices and then create new ones with the changes?

Example 1:

  • You have an Agreement Invoice with one product set up to generate monthly invoices over the next 12 months.
  • All 12 invoices have been generated
  • After 4 months, you need to add another product. 
  • You need to cancel the 8 future invoices that have already been generated, add the second product to the existing Agreement Invoice record and then re-generate the 8 future invoices with the new product. 

Do you need to cancel the whole Agreement in order to achieve this? Or can you simply add the new product to the Agreement Invoice record and set the Invoice Recurrence again?

 

Further to this, if you add a new product to an Agreement Invoice Setup, will that product then be included in any invoices that haven't yet been generated?

Example 2:

  • You have an Agreement Invoice with one product set up to generate monthly invoices over the next 12 months
  • The Invoices are only being generated one month in advance
  • After 4 months, you add a second product to the existing Agreement Invoice setup record

Will the new product automatically be added to 8 remaining invoices when they are created?

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