How to Regenerate Finance PDF Files

Invoices, Receipts and Credit Notes are generated and emailed automatically to Entrants as PDF files. By their nature, PDF files are not editable and are created as such by design. Once a finance document is generated, it should not be editable as there is a risk of fraud due to Users potentially changing the values.

There are some circumstances where there is a valid reason for one of the documents to be updated. For example:

• The company address is incorrect
• The PO number requires updating
• An admin user has updated the header or footer copy
• You want to add a Debtor Number

If for any reason Admin Users need to regenerate any of the finance paperwork, Nucleus provides an option and the new PDF can be sent to the Entrant.

How to Recapture the Invoice Finance Information

This option will cause the invoice line items to be updated based on the current pricing set for the Award:

1. Log into the Admiration Interface
2. Go to Actions>Invoices
3. Locate the Invoice that you wish to amend
4. Select Details from the Actions Menu
5. On the next page click Update Invoice
6. Select the Regenerate All Paperwork check box
7. Click Save
8. The pdfs will be regenerated and available for the entrant on the Invoice Page or for admins to email to the entrant separately
9. To check the invoice number has been generated correct click on View Invoice

How to Regenerate the PDFs

1. Log into the Admiration Interface
2. Go to Actions>Invoices
3. Locate the Invoice or Credit Note that you wish to regenerate – note that Receipts are attached to the Invoice.
4. Select Details from the Actions Menu
5. On the next page click Regenerate Paperwork
6. The pdfs will be regenerated and available for the Entrant on the Invoice Page or for admins to email to the Entrant separately.

Note – this function will only regenerate the non-finance data on an invoice. The finance data is non-editable which is why Credit notes can be issued. If you want to change the value on the invoice then the Revoke functionality is available if the invoice remains unpaid. If the invoice has been paid then the only option is to issue a Credit Note and Refund.