RB User Guide > Billing > Transfer Invoice

Transferring invoices

1. Find invoice to transfer

   1. Billing > Transfer Invoice

   2. In the Search By pane, enter the number of the posted invoice in Invoice No. and click . If you don’t know the invoice number, use the other search filters to restrict results before clicking :

      • Invoice Date From/Invoice Date To

        Date job was billed. Enter a date or date range. See Date Navigator.

      • Job No.

        Enter a job number tied to the invoice.

      • Case

        Look up the case related to the invoice. See Looking up cases.

      • Business Units

        Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

   3. RB lists all of the invoices that meet the specified search condition(s). Click the hyperlinked Invoice No. of the invoice you want to transfer.
   4. In the Transfer Invoice window, click Edit.

2. Transfer the invoice

   All client fields must be filled.

   • Contact(s) only

     To change the *Sold To Contact or *Bill To Contact only:

     • Select a different contact in the relevant drop-down.
     • If the contact is not listed, click > New Contact to add the contact to the firm. See Adding contacts to RB.

   • Sold To Firm

     To change the ordering party:

     1. Click *Sold To Firm > Lookup Firm. See Looking up firms.
     2. After selecting the new firm, an popup appears asking if you want to change the Bill To Firm to the same Sold To Firm selected. Click:
     • Yes – To update the Bill To Firm to the same firm.
     • No – To leave the Bill To Firm as is/change it later to a different firm.
     3. If you selected a new *Sold To Firm, select the responsible contact at the new firm in the *Sold To Contact drop-down (required). If contact is not listed, click to add the contact to the firm. See Adding contacts.

   • Bill To Firm

     To change the party responsible for paying the invoice:

     1. Click *Bill To Firm > Lookup Firm (required). See Looking up firms.
     2. Select the responsible contact at the new firm in the *Bill To Contact drop-down (required). If contact is not listed, click to add the contact to the firm. See Adding contacts.
3. Click Save.

Reference

• Date Navigator
• Lookup panel
• Business Units
• Sold To vs. Bill To

Step-by-step instructions

• Looking up cases
• Looking up firms
• Adding contacts to RB