RangerMSP Business Automation for successful ITs

 
November 21st, 2018, 09:09 AM
BNIacc
 
Posts: 5
Is there a way to undo the batch billing action from CommitCRM to QB?

Our PM's are becoming increasingly insistent on seeing the final invoice before it gets submitted to a customer. Their review of the charges in CommitCRM is already part of the pre-invoicing process, but they complain it's hard to envision exactly what will flow to the invoice, particularly because: 1) they want to limit/control what goes on the invoice, and 2) we utilize the 'first paragraph only' feature.

So, they also review the invoices themselves after the charges are pushed from CommitCRM to QB. All the invoices are printed to a pdf report. This is where the problems start. It is only at this stage that Accounting receives all the feedback of what should/shouldn't appear on an invoice. From there, they want to go back into the CommitCRM charges, edit them, and rerun the batch.

To my understanding, going back into CommitCRM to edit the charges is not possible without going through each individual charge, line by line, marking it as unbilled and undoing the link with QuickBooks. Impossible.

So, is there a way to 'unbatch' a batched action in CommitCRM?
 
November 21st, 2018, 10:48 AM
Support Team
 
Posts: 7,510
Thank you for asking. The workflow should be different. You should probably print (optionally to PDF) the relevant Charge report for review, edit and fix what's needed before even generating the invoice, and only then invoice.
Reviewing invoice content at the stage you currently do sounds way too late, and nope, you cannot undo batch invoicing to QuickBooks. Hope this makes sense and helps!
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