Q: Is there a way to revise an invoice? We invoiced a client in July. Since then, we found that a refrigerator had been installed but not billed. Is there a way to bill for that refrigerator?
A: Yes there is. Please follow the steps below.
- Unreport the job-go to Weatherization>Unreport Jobs>Select reported date of the job you need to unreport
- Find the job and select it
- Click the Unreport selected button
- Make any edits to the job
- Re-report the job in the same period as previously the same way you would normally report the job
- Submit EARS adjustment for the dollar difference
- Await CSD's request for a Bucket *PPA* (Prior Period Adjustment)- this may not come
- If you do not hear back from CSD, leave it as is, and consider the process as completed.
- if it does, go to Weatherization>CSD Bucket Reporting> CSD Bucket Prior Period Adjustments. Select the job you edited above and click WX Bucket Transfer