Regenerating an Invoice Summary for a Customer

You can regenerate an invoice summary transaction record of a customer, created in a previous generation process, if the amount, quantity, or unit price in a customer’s transaction were changed after generating the original invoice summary.

When you click Regenerate on an invoice summary record of a customer, the system does the following:

• Regenerates the invoice summary PDF file to reflect the updated amounts.

• Adds a link to the new invoice summary PDF in the Regenerated Invoice Summary field on the record. You can click the link to download the PDF file and then save it to your computer.

Note:

In regenerating an invoice summary, consider the following:

• You can regenerate an invoice summary repeatedly, and the system overwrites the previously regenerated PDF. The Invoice Summary Number does not change.

• If you regenerate a standard or consolidated invoice summary with the qualified invoicing tax adjustment tax adjustment enabled, the computation of tax adjustment will not work. You should delete the existing invoice summary and then generate it again for the tax adjustment to work. For more information, see Enabling Invoice Summary Tax Adjustment and Applying Qualified Invoicing Tax Adjustment to Consolidated Invoice Summary.

• If you used tax rounding method in generating an invoice summary, ensure that you use the same tax rounding method in regeneration; otherwise, you should generate a new invoice summary with a new tax rounding method.

For information about roles and permissions, see Roles and Permissions for Using Japanese Invoicing.

To regenerate an invoice summary for a customer:

1. Open an invoice summary transaction record of a customer, created in a previous generation process. Do any of the following:

   • From the Invoice Summary Transactions list:

     • Using the Classic Center, go to Transactions > Customers > Invoice Summary. If you are using the Accounting Center, go to Customers > Accounts Receivable > Invoice Summary. If you are using the Sales Center, go to Customers > Other Transactions > Invoice Summary.

     • Find the invoice summary record that you want to regenerate and open it by clicking the View link.

   • From an invoice record:

     On an invoice record, the Invoice Summary Transaction field indicates the invoice summary number that you can click to open the invoice summary record.

2. On the invoice summary record, click Regenerate.

Note:

It takes a few seconds (about 5-7 seconds) for the system to complete the regeneration and display the regenerated invoice summary PDF file.

If the invoice summary record contains fewer than 500 transaction lines, the regenerated PDF file is displayed on a new browser tab. If the invoice summary record contains more than 500 transaction lines, it is not displayed. Successfully regenerated PDF files are automatically saved in the File Cabinet. The system sends you an email indicating that regeneration is completed. The email contains a link to the PDF file saved in the File Cabinet. The system also updates the link to the PDF file in the Regenerated Invoice Summary field.

Related Topics

• Japanese Invoice Summary
• Roles and Permissions for Using Japanese Invoicing
• Setting the Preferred Form for the Invoice Summary Record
• Setting Up Auto-Generated Invoice Summary Numbers
• Setting the Invoice Summary Template
• Specifying Customers Who Use Invoice Summaries
• Specifying Transactions for Inclusion in an Invoice Summary
• Applying a Customer Payment to an Invoice Summary
• Adding Field Values to the Invoice Summary Output
• Specifying a Folder to Save Invoice Summaries In
• Generating a Japanese Invoice Summary
• Viewing Invoice Summary Generation Status
• Invoice Summary Generation Errors
• Customizing the Japanese Invoice Summary XML Template
• Invoice Summary Collection Calendar Report

General Notices