Correcting Invoices
To correct non-paid invoices issued incorrectly, the provider can use the invoice correcting wizard.
Note: For paid invoices, refer to a regular Credit Memo scenario.
Depending on the business case, invoices can be partially corrected or fully closed:
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Invoice correction
Example:A customer received an invoice with an incorrect amount. The provider can use the invoice correcting wizard to resolve this issue:
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Open a customer's profile and open the required invoice.
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Select one or more invoice details and set new extended prices to correct prices for each detail.
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Provide the correction reason and confirm the changes.
The system will process price changes as follows:
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If the total new price is lower than original, a Credit Memo will be issued. The system will apply and link the Credit Memo to the invoice automatically.
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If the total new price is greater than original, a Debit Memo will be issued. The system will link the Debit Memo to the invoice automatically.
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Invoice closure
Example-
A customer receives an invoice for a subscription that was autorenewed without the customer's consent.
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A customer transferred out their services. However, these services are still running in the platform and the customer received an invoice to pay for the next billing period.
The provider can use the invoice correcting wizard to resolve this issue:
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Open this invoice, select all invoice details and set new extended prices to zero.
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Provide the correction reason and confirm the changes.
The system will create a Credit Memo for the full invoice amount, then apply and link this Credit Memo to the invoice automatically.
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Open the customer's subscription and cancel it with the "No refund" option in the cancellation policy.
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With the invoice correcting wizard, it is possible to:
- Apply a Credit Memo automatically and to one invoice only.
- Link a Credit or Debit Memo to an invoice to make reporting more transparent.
- Use new notification placeholders:
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. - Receive a tax rate used for the invoice calculation and apply it to a Credit or Debit Memo.