Invoice PDFs can be automatically regenerated and delivered to the Invoice Billing Contact when an Invoice is reversed. 

Complete the required steps in the following to enable Regenerate Invoice PDF on Reversal:

1. Update General Settings
2. Customize PDF & Email Templates

Update General Settings

Regenerate Invoice PDF on Reversal must first be enabled via General Settings. 

Steps: 

1. Navigate to Menu > Setup > General Settings > Invoice Settings. 
2. Enable Regenerate Invoice PDF on Reversal.
   
3. Save when finished. Once this setting is enabled, continue to the next step of customizing the templates. 
   

Customize PDF & Email Templates

A new Invoice PDF and email template are used in the reversed Invoice email communication. 

1. Navigate to Menu > Setup > Manage Templates. 
2. In the Reversed Invoice section, customize the Invoice Reversal template to fit your needs. Read more in Create & Edit Templates.
   
3. In the Email Templates for Quotes, Statements, and Contracts section, customize the  Invoice Reversed template to fit your needs.

Regenerate Invoice PDF on Invoice Reversal 

Follow the steps in our Reverse Invoice article to Regenerate PDF on Invoice Reversal.