InvoiceReRender - Revision history

Dcowan: added detail about caching

2017-08-11T01:33:21Z

added detail about caching

Kberkidge at 05:14, 6 July 2012

2012-07-06T05:14:01Z

Kberkidge: Created page with '==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 c…'

2012-07-06T05:11:52Z

Created page with '==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 c…'

New page

==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.

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'''Note:''' The system usually re-renders invoices immediately, but you should allow 10 minutes for the system to complete processing.
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===To Re-Render an Invoice===

# On the ''Manage'' ''Invoice ''page, review the invoice details and update cardlines as required (see [[InvoiceCardlineManagement|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 [[InvoiceManageInvoice|''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.

===See also ===
* [[InvoiceCardlineManagement|Invoice Cardline Management]]
* [[InvoiceApprove|Approve Invoices]]
* [[InvoiceReject|Reject Invoices]]
* [[InvoiceReRender|Re-rate Invoices]]

@@ Line 7: / Line 7: @@
 ----
 '''Note:'''  The system usually re-renders invoices immediately, but you should allow 10 minutes for the system to complete processing.
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@@ Line 12: / Line 14: @@
 ===To Re-Render an Invoice===
-# On the ''Manage'' ''Invoice ''page, review the invoice details and update cardlines as required (see [[InvoiceCardlineManagement|Invoice Cardline Management).
+# On the ''Manage'' ''Invoice ''page, review the invoice details and update cardlines as required (see [[InvoiceCardlineManagement|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.

@@ Line 33: / Line 33: @@
 * [[InvoiceApprove|Approve Invoices]]
 * [[InvoiceReject|Reject Invoices]]
-* [[InvoiceReRender|Re-rate Invoices]]
+* [[InvoiceReRate|Re-rate Invoices]]