Overlapping Invoicing Period

Here is some help regarding what an overlapping invoicing period means and how you can rectify this!

What is an overlapping invoicing period?

If you are creating an invoice for a client and are presented with this error message:

it means that a client's invoice has already been generated that has an overlapping date with the invoice that is currently being created.  For example, an invoice for Client A has been created for the first week of November (11/1-11/7).  Afterwards, the accountant realizes that Client A should be being billed at a bi-weekly rate and, thereby, needs to invoice the client for the first two weeks of November (11/1-11/14).  When going to generate an invoice for that bi-weekly period, the accountant will be presented with the error message in the image above because the dates for the two billing periods overlap.

How to fix this:

In the situation above, the accountant would need to delete the client's invoice for the 11/1-11/7 billing period and create a new invoice for 11/1-11/14. 

*Please see Warnings at the bottom of this section before deleting invoices*

1) Select the incorrect billing period in Payer Invoicing and click 'Load'.

2) Find the invoice for the client and check the box next to their name to select the invoice.

3) Under Action, select "Delete Selected Invoices" and click the arrow to delete the invoice.

***If the billing period is incorrect, as well as, all of the associated invoices for the billing period, you can also choose to "Delete Billing Period & Invoices"***

4) The final step would be to proceed with creating the invoice for the client for the correct billing period!

Warning:

-Deleting invoices will delete associated billing documentation (i.e., notes added to the invoice via payer invoicing, the version of the invoice that the client may have received if invoices were already sent, etc.,).  With this, we recommend archiving the invoice and then downloading it prior to deletion.

-If a receipt has already been created for the incorrect billing period, the receipt will not be deleted if the invoice itself is deleted.  The receipt/payment will remain; however, there will not be a billing period associated with the payment.  This may (or may not) result in a credit being associated with the client's accounting.

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