APLD – Recreate Invoice

This lesson explains how to use the Invoice Recreation option from the Financial tab on the Application Dashboard in TEAMS. It shows how an existing invoice can be divided into multiple invoices by selecting the original invoice, setting the invoice range and frequency, reviewing the preview, and completing the recreation process.

• Explains how to access the Invoice Recreation option from the burger menu under the Financial tab on the Application Dashboard.
• Describes the first step, where the user selects the invoice that needs to be recreated.
• Covers the setup options used to divide the invoice, including the First Invoice checkbox, first and last invoice dates, frequency type, and instalment frequency.
• Explains how the system generates invoices at the selected interval and automatically distributes the original invoice total across the recreated instalments.
• Highlights the Invoice Preview screen, where users can review the newly created invoices and check the fee distribution before proceeding.
• Describes the final confirmation step, where the system displays a summary of the new invoices and the deleted original instalment before the process is completed.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.