Skip to main content

Varibill Support and Documentation

Home
Knowledge base
Submit a ticket

Login
Sign up

Home
Knowledge base
Troubleshooting Library (Global)
Clients
...
Can I convert an individual customer to a business and vi...

Recent Searches

No recent searches

Popular Articles

Articles

Topics

Tickets

Sorry! nothing found for

Can I convert an individual customer to a business and vice versa?

Modified on Tue, 7 Feb, 2017 at 7:12 AM

Billing

How to Reverse Invoices & Credit Notes in Varibill's New User Interface
New billing data has been loaded for a cycle that has been processed (Closed) - how do I bill for these records?
My invoice failed to post to the accounting system - how can I resolve this?
I have processed my invoices, but they are still open - how do I close them?
Is my accounting system updated once I have processed my invoices?
Can I reverse an invoice once it has been posted to my accounting system?
I have billing records that I do not want to include in my billing cycle - how do I exclude them from my invoices?
I can't delete a billing record - why is this?
Why does my invoice line item display a broken period?
Can I upload a file containing multiple sheets using Data Import?
Why does my invoice line item display a full month when the client only used the product for part of the month?
How does Varibill know what to bill for my clients?
An invoice failed to post to the accounting system, and was manually processed on the accounting system. Should I post this invoice from Varibill to the accounting system?
My client is billed for a service that was upgraded or downgraded during the month - why is it still billing for the higher value?
I get an error duplicate billing records exist with varying quantities, why is this?
Why do I see duplicate errors on Billing validation?
I have validated my billing cycle and have no more errors - what do I do next?
I have linked my client id to a contract, but still get errors related to it on billing validation - why is this?
Can I change the naming of the invoice PDF generated and how?
Can I change the expanded line items' record description?
Which invoices will be posted to the accounting system when I run the Accounting Connector?
A contract service has been created for a specific contract and product - but the quantity billed differs from the setup - why is this?
My line item is not using the correct rate - Why is this?
My client cancelled a product or service previously provisioned, but is still billed for it - Why is this?
If we run invoices a few days after the billing cycle day - Which invoice date will be used?
Why do I get an error "A selling price does not exist" if a selling price does exist?
Can I produce a partial bill?
Is the invoice sent to the finance contact or the main contact of the client?
If I update the recipient to whom the email is sent - will this automatically update the contact information of the client?
How do I bill for fixed quantities on a recurring basis?

Clients

Can I convert an individual customer to a business and vice versa?
My clients' registration number keeps failing validation - why is this?
My clients' VAT number keeps failing validation - why is this?
Can I allocate my customer to multiple billing cycles?
My client is registered as a single company, but has different divisions, branches, etc. for which they want separate invoices - How can I do this?

Contracts

Why can't I edit the client and product master on the contract?

Products and Pricing

When do I capture a GL code vs and Inventory code?
We bill in seconds, do I specify a rate per minute or per second?
Why can a product name not be duplicated?

Source Collectors

The Source Collector run is failing - What could be the cause of this?
Why do I keep getting "Source Collector failed to run" notifications?

General

Invoices are queued to be emailed - why are they not being sent?
Why is a code generated for each entity created?
Not all items selected are being exported - Why is this?
My registration of forgot password link does not work - Why is this?
Not all items selected are being deleted - Why is this?
How to resolve Excel connection error: “OData: The property does not exist on type …”

Client Identifiers

The error "The Client Identifier is not linked" keeps on popping up when the billing cycle is validated - What could be the cause of this?
The error "client identifier is linked to an inactive contract" keeps popping up when I validate - What could be the cause of this?
Why do I get the error "Contract with client identifier already exist" when creating the client identifier, but the error is displayed on Validation that the client identifier does not yet exist?
How do I determine what records are being collected for a specific Client Identifier?

Reports

My Varibill Report has not populated with any data
I keep getting a Run-Time error when I try and refresh my report

Read more on docs.varibill.com for more information on clients, Client Type section.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Your e-mail address *

Let us know how can we improve this article! *

Need more information

Difficult to understand

Inaccurate/irrelevant content

Missing/broken link

Select at least one of the reasons

Please give your comments

CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Preview

0 of 0

Article views count