Fixing Invoices

Certain business use cases may require to fix records of imported invoices and invoice line items, or create or fix invoice-related records like booking details, entries or balances. For details, see Invoice Fix.

Note

The invoice fix functionality is in no way a means to correct invoices with wrong or invalid billing data. It rather (re)establishes broken or missing data relations or related records.

For one-time migrations during the initial setup of JustOn Billing & Invoice Management, you can invoke the fixing process from the invoice list view.

1. Open the Invoices tab and select an appropriate list view.
2. Select the checkboxes next to the invoices you want to fix, or leave all checkboxes unmarked to include all listed invoices.

3. Click to open the action menu, then select Fix Invoices.

   This opens the Fix Invoices page.

   
   Invoking the invoice fix

4. Select the tasks to complete.

   The following tasks are available:

   Task	Description
   Fix Imported Invoices	Fixes imported invoices and invoice line items, preparing them for downstream processing in JustOn Billing & Invoice Management. See Fix Imported Invoices
   Fix Booking Details	(Re)generates outdated or missing booking details. See Fix Booking Details
   Create or Fix Entries	(Re)generates outdated or missing entries. See Create or Fix Entries
   Create Payments and Migrate Balances	Creates missing payments from existing balances and makes the balances subject to JustOn Cash Management. See Create Payments and Migrate Balances

   You can combine multiple tasks.

5. Click Continue to confirm and complete the operation.

Related information:

Invoice Fix
Enabling Invoice Fix
Setting Up Invoice Import and Fix