Control Invoice behavior when payments are Applied:
You can now control the behavior of Invoices when payments are applied:
Dynamic Mode :
Invoice Balance will be adjusted immediately to reflect Payments Applied.
Previous balances and payments are not reflected on the invoice.
Payments made in the previous billing cycle are carried forward in a single batch to the following billing cycle.
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.