Control Invoice behavior when payments are Applied:
Post date: Jul 25, 2012 4:21:6 PM
You can now control the behavior of Invoices when payments are applied:
Dynamic Mode :
Invoice Balance will be adjusted immediately to reflect Payments Applied.
Static Mode:
Previous balances and payments are not reflected on the invoice.
Batch Mode:
Payments made in the previous billing cycle are carried forward in a single batch to the following billing cycle.
Example:
An Invoice for $100 goes out to the customer on 8/05/2012.
2. On 8/10/2012, the customer makes a partial payment of $75.
3. On 8/10/2012, immediately after the payment is received, following are the various invoice #1033 scenario’s that you might see according to the mode you have opted for:
4. On 9/5/2012, when the next cycle runs invoice #1034 is generated, following is what you would see based on your selected mode:
To choose or change your selected Invoice mode:
-Click on the System tab.
-Select Billing configuration
-In the Edit Billing Configuration screen, select the radio of your choice
Please Note: If you are changing your existing invoice mode, please inform Support@blusynergy.com so that we can make sure your reports reflect this change.