This guide provides a step-by-step process on how to repost an invoice after a contract revision in Radio Workflow. Follow the instructions below to ensure the task is completed correctly.
- Make sure no payment has been assigned to the invoice you want to repost.
- Log in to your Radio Workflow account.
- Navigate to the "Invoices" tab in the main left menu bar.
- Click on "Get Invoices."
- Find the "Filter" section in the "Get Invoices" page.
- Select the Contract that you want to modify in the filter section.
- Choose the appropriate month for which you want to repost the invoice.
- Locate the option to "Update Invoices Already Post" on the "Get Invoices" page.
- Select this option to enable updating invoices that have been previously posted.
- Verify that you have selected the right contract. This is a crucial step because if no contract or account is selected, it will update all invoices, which is not the desired outcome.
- Make sure the appropriate month is still selected as well.
- Run the query by clicking the "Run Query" button. This will display the invoice(s) that you want to modify.
- Review the result to make sure it accurately reflects the changes you want to apply.
- If you are satisfied with the result, click the "Post Invoices" button to repost the invoice with the updated information.
By following these steps, you can successfully repost an invoice after a contract revision in Radio Workflow. Always ensure to double-check the contract and the month before running the query to avoid modifying the wrong invoices.
Updated 8 months ago