To Modify (or Remove) a Linked Invoice from the Activity

The Mass Invoicing module looks for Activities that have not been invoiced. Use the Billable tab on the Activity screen to modify an existing link to an Invoice. The Modify Link to Invoice button on this tab can be used to:

Mark an Activity as Invoiced (by linking it to an existing invoice)
Remove the associated Invoice number from an activity (so it can get re-billed)

To Modify or Remove a Linked Invoice:

1. From the Activity Record, navigate to the Billable tab.

Figure: Billable Tab on Activity Screen.

2. Click the Modify Link to Invoice button. A list of all of the linked contact’s invoices will display

Figure: Linked Contact's Invoices.

3. Highlight the desired Invoice. Click the Select Invoice button to associate activity with a different Invoice) or click the Remove Link to an Invoice button so the activity can be re-billed.

4. Updated information about the invoice link will display on the Billable tab.

Figure: Billable Tab Displaying Invoice Information .

You can open the Invoice within the Invoice DMC.

Articles in this section

1. From the Activity Record, navigate to the Billable tab.

2. Click the Modify Link to Invoice button. A list of all of the linked contact’s invoices will display

3. Highlight the desired Invoice. Click the Select Invoice button to associate activity with a different Invoice) or click the Remove Link to an Invoice button so the activity can be re-billed.

4. Updated information about the invoice link will display on the Billable tab.

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