How to perform a Credit / Rebill

How to perform a Credit / Rebill

Fast-Weigh Web Portal

To add the Invoicing module to your Fast-Weigh subscription, contact us at 865-219-2980 or support@tacinsight.com .

🎥 Using the Credit/Rebill feature in Fast-Weigh




Using the Credit / Rebill Feature
  • Navigate to "Billing"


  1. Navigate to the "Billing History" tab
  2. New drop down menu labeled "Batch Type"
    1. View invoices, credits, or both
  3. Expand the invoice to see the "Actions" button

  • Selecting this will show the Credit/Rebill options

  • When an invoice is credited, it will attach "-CR" to the end of the batch number
    • This can be customized
  • Back date the invoice date if needed
  • Hit "Credit/Rebill," select "I understand and wish to proceed," and hit "OK"

  • When you hit print on the invoice, you can see that the total is now negative

How does a credit affect the ticket

  • If you query your ticket number, it will only show the current version of the ticket. (Which could be rebilled again)
  • You can change your view by selecting it in the new "Type" dropdown

  • After selecting the "ALL" view

  • Note
    • You can no longer edit rebilled tickets

    • Ticket 1009 has three entries
      • 1 - Ticket before rebill, can no longer be edited
      • 2 - The credit ticket, shows negative, can no longer be edited
      • 3 - Current version of the ticket
  • Material Amt & Material Tax are negative
  • In order to credit a ticket without rebilling it, all you have to do is void the current version of the ticket
  • Hit "Edit"

  • Check the "Void" box and add a Revision Note

  • Hit "Save"

If you do not see the Billing tab, please email us at support@tacinsight.com or call 865-219-2980 during business hours to have Billing turned on for your Web Portal.

To add the Invoicing module to your Fast-Weigh subscription, contact us at 865-219-2980 or support@tacinsight.com.

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