InvoiceReRender
Contents
Re-Render Invoice
Pending or rejected invoices that have been modified (i.e. if cardlines added or modified) must be re-rendered to reflect any changes made to the invoice cardlines and re-create the invoice .PDF files.
Invoices can be re-rendered individually or in bulk to re-render many invoices at once. Once set to be re-rendered, the system will automatically re-create the invoice .PDF. The updated invoice .PDF file will then be available to download, review and approve as required.
Note: The system usually re-renders invoices immediately, but you should allow 10 minutes for the system to complete processing.
Additionally, if you have made any Invoice Design settings changes, please allow at least 5 mins for the cached settings to update prior to attempting to re-render an invoice.
To Re-Render an Invoice
- On the Manage Invoice page, review the invoice details and update cardlines as required (see Invoice Cardline Management).
- Click the Re-Render button. A message will display prompting you to confirm you wish to re-render the invoice.
- Click the Yes button to confirm the invoice re-render. The Invoice List page will re-display showing a message at the top of the screen stating that the invoice status has been updated.
- The system will re-generate and re-render the invoice .PDF, which should be complete within 10 minutes. You can then return to the Manage Invoice function to view and approve the invoice as required.
- Click the No button to cancel the invoice re-render.
To Bulk Re-Render Multiple Invoices
- Select Finance > Accounts Receivable > Invoice List from the Menu. The Invoice List page will appear.
- Filter the invoices shown by selecting Pending or Rejected in the Approval Status drop list and clicking the Search button. The Invoice List page will update to show only pending or rejected invoices. The Bulk Actions will be shown below the list.
- Tick the check box beside each invoice you wish to re-render. Multiple invoices can be selected.
- Click the Re-Render Selected button. A message will display prompting you to confirm you wish to re-render all the selected invoices.
- Click the Yes button to confirm the bulk invoice re-render. The Invoice List page will re-display showing a message at the top of the screen stating that the Bulk Re-Render has been initiated.
- Click the No button to cancel the bulk invoice re-render.
