How to use clone to create an interbrand invoice

NOTE: An invoice should only be cloned in two instances.

• The original invoice is not an interbrand invoice, but it should have been created as an interbrand invoice.

• The original invoice is an interbrand invoice, but the purchasing class needs to be corrected.
  
  

1. Sign in to a PlayerFirst website.

2. Find and select the invoice that needs to be cloned.

3. Before cloning an invoice, you must know the correct purchasing class.

4. If the invoice has line items that are removed, but not deleted, open and delete each of those line items.

   Open

   

   1. A line item that is removed but not deleted is white with an orange notification that reads, “Removed from Event/Program.”

   2. Open the line item by clicking it.

   3. Delete the line item by clicking Delete Line.

   4. Repeat until all of the removed line items have been deleted.

5. In the top right corner of the invoice, find and click the Clone button.

6. In the modal, type or past the correct Purchasing Class, and click Clone.

7. Once newly cloned invoice opens in a new tab, it’s time to delete the old invoice.
   If the newly cloned invoice didn’t open in a new tab, check your pop-up blocker.

8. On the original invoice, add payments that are equal and opposite to what has already been paid in order to make the net paid amount on the invoice $0.

   1. If a $500 check was applied to the invoice, add a -$500 check.

   2. If a $100 prorate was applied to the invoice, add a -$100 prorate.

   3. If a $50 discount was applied to the invoice, add a -$50 discount.

   4. If a $1000 interbrand is applied to the invoice, add a -$1000 interbrand.

      1. If an interbrand payment is applied to the invoice, but interbrand isn’t an available payment method, so you cannot reverse the initial payment, contact PlayerFirst Support.

   5. When making these updates, remember to deselect the Send receipt email check box.

   6. When allocating the reverse payments, make sure to allocate them in a fashion that reverses that payment method on every applicable line item.

      1. E.g., if a discount of $500 was applied to two line items, a discount of -$500 must be applied to those same line items.

9. Once all payment method types have been equally reversed, click the in the top right corner of the invoice.