Invoices - Best Practices

Duplicate Vendor Invoice

• The invoice that has no payment or concession it can be deleted. 

• If there has been any payment or concession made it needs to be refunded, any concession reversed and then prorated out to $0.00 balance

  • How to Apply a Pro-Rate to an Invoice

  • How to Refund a Credit Card Payment on an Invoice That is NOT Paid in Full

  • How to Refund an ACH Payment on an Invoice That is NOT Paid in Full

  • How to Refund an ACH or Credit Card Payment on an Invoice

Line-item price needs to be changed

• This can be changed one time only.  

• When a line item has already been changed once and needs to be adjusted again and has no dollars applied the line can be removed and a new line with the proper price must be added.

• When a line item has already been changed once and needs to be adjusted again and has dollars applied…

  • Create a new line item.

    1. How to Add a Line Item to an Invoice

    2. How to Add a Line Item to a Locked Invoice

  • Reallocate Payment - Edit Allocation using modal to move payment

    1. How to Use the Payment Allocation Module

    2. How to Edit Payment Allocation Between Multiple Items on an Invoice

  • Once the amount applied to old line item is $0.00- THEN remove the line.

Class or Program Change

• The class on the line cannot be changed

• If there is no money on the line…

  • Incorrect Line is removed.

  • Then new line added.

    1. How to Add a Line Item to an Invoice

    2. How to Add a Line Item to a Locked Invoice

• If there has been money applied…

  • Create a new line item.

    1. How to Add a Line Item to an Invoice

    2. How to Add a Line Item to a Locked Invoice

  • Reallocate Payment - Edit Allocation using modal to move payment

    1. How to Use the Payment Allocation Module

    2. How to Edit Payment Allocation Between Multiple Items on an Invoice

  • Once the amount applied to old line item is $0.00- THEN remove the line.