Recreating Invoice PDF
Usually, JustOn Billing & Invoice Management generates a PDF file when finalizing an invoice. In certain business use cases, you may need to recreate the PDF file for an already finalized invoice (status Open
). Doing so does not modify any invoice data.
Info
Regenerating the invoice PDF does not constitute a suitable means to correct an invoice. In case of wrong billing data or formal invoice errors, you usually
- cancel the invoice
- correct the source data as necessary, and
- create a new invoice.
For details, see Invoice Correction.
To recreate the PDF file of a finalized invoice from its detail view:
-
Open the finalized invoice for which you want to regenerate the PDF file.
Make sure that the option for recreating PDF files is enabled for your org.
-
Click Recreate PDF, then click Continue to confirm and complete the operation.
This creates a new version of the PDF file.
Note that this operation does not update text blocks with placeholders.