Home → Arctic Reservations → Invoices → Rebuilding Invoices
21.6. Rebuilding Invoices
Arctic gives you the ability to "Rebuild an Invoice". This feature is great for those times when lots of edits have been made to the reservation and the invoice and you need to be sure the charges on the invoice are a good representation of the information in the reservation. This is typically useful after an invoice is accidentally edited directly (changes to pricing or guest counts should always be made by editing the reservation, not the invoice) or if a trip is edited and you want the invoice to reflect those changes (by default, Arctic tries to leave existing invoices unchanged after a trip is edited).
Rebuilding an invoice is also a good way when testing automated discounts to get Arctic to re-evaluate a reservation to see if you have the discount correctly configured to be sure the automated discount is applying as expected. If you have to make additional adjustments to your automated discounts conditions to have Arctic re-evaluate the reservation you can just simply rebuild the invoice to see if the discount is correctly applying rather than having to re-create a new reservation after each adjustment.
To access the "Rebuild Invoice" feature, go to the "View Reservation" or "View Rental" page. If it is a rental or a normal (non-group mode) reservation, click the "Toggle More" link in the menu on the right of the page and then select "Rebuild Invoice".
If it is a group mode reservation, you will find the "Rebuild Invoice" option in the "Actions" menu next to the relevant reservation in the group.
On the "Rebuild Invoice" page, Arctic will give you a warning that explains that rebuilding an invoice will revert all of the trip charges and discounts to their original format removing any customizations you may have made. It also warns you that you may loose important customer or reservation specific changes that have been made and that rebuilding an invoice cannot be undone.
There is also a checkbox, shown in the image above, that allows you to choose whether to preserve any custom discounts or fees that have been added to the invoice. This can be helpful if you have manually added additional charges or discounts to the invoice that you know should be preserved. Checking this box will cause Arctic to try and save those discounts and charges during the rebuild process.
Once you have chosen whether to preserve any custom discounts or fees that have been added to the invoice, click the "Rebuild Invoice" button to complete the process.
After the rebuild is complete, Arctic will give display a message letting you know that the invoice was rebuilt from scratch and give you the option to either review the invoice or return to the activity details. It is highly recommend that you always review the invoice after a rebuild to be sure the invoice is correct. To review the invoice, just click the blue "the invoice" text as shown here:
Rebuilding invoice is not something you should need to do often but it is a handy tool to have. If you have any questions about how to use the rebuild invoice feature, feel free to contact support and we will be happy to help.