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Documentation Index

Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt

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Sometimes an invoice needs to be updated after it has been created — for example, when a child’s sessions or charges change, or when an accounting sync needs to be reset. Pigeonhole provides two distinct actions for these scenarios.

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Regenerate Invoice

Rebuilds all session and charge line items from the child’s current schedule data. This is useful when a child’s sessions or charges have changed after the invoice was created. What it preserves:
  • Additional items added manually to the invoice
  • All payment records
  • The invoice reference number
When to use:
  • A child’s regular sessions were updated after the invoice was created
  • Charges were added or removed from the child’s profile
  • Session times or rates changed and the invoice needs to reflect the new data
To regenerate:
  1. Open the invoice actions menu.
  2. Click Regenerate Invoice.
  3. The line items will be rebuilt from the child’s current schedule. Review the updated invoice to confirm the changes are correct.
Selecting children for bulk invoice creation

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Recreate Accounting Invoice

Clears the accounting integration link and triggers a fresh sync to your accounting software. This creates a new invoice in Xero, QuickBooks, or your connected platform. When to use:
  • The invoice was deleted from your accounting software and needs to be recreated
  • Persistent integration errors that cannot be resolved with a simple resync (see Integration Errors)
To recreate:
  1. Open the invoice actions menu on the erroring invoice.
  2. Click Recreate Accounting Invoice.
  3. Confirm the action — the existing accounting link will be removed and a new invoice will be created in your accounting software.
If the original invoice still exists in your accounting software, recreating it will result in a duplicate. Void or delete the old accounting invoice first if it is still present.

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Choosing the Right Action

ScenarioAction
Child’s sessions or charges changedRegenerate Invoice
Manual charges need recalculatingRegenerate Invoice
Accounting invoice deleted externallyRecreate Accounting Invoice
Persistent accounting sync errorsRecreate Accounting Invoice