![]() This ambiguity disappears after the respective billing order has been issued by a provider for these reseller transactions. Though it is not displayed in Billing panel UI, such documents are actually assigned to the reseller transactions that correspond to order items in a customer's order. In fact, these documents look like they are applied to some other documents, but it is not clear to which ones exactly. In some cases, resellers may have Credit Memos and Payments that have the difference in applied amount comparing to the difference of total and available balance: total - available balance ≠ applied amount.In some cases issuing a Credit or a Debit Memo can be inappropriate from the accounting point of view instead, you can make a correction to an order.Please see Canceling and Deleting AR Documents. Mark Credit Memos you want to release by selecting respective checkboxes.The list of Credit Memos available in the system appears on the screen. Open Finance > Documents > Credit Memos.Credit Memos application process is the same as that of payments. Only Credit Memos that have status Open can be applied to outstanding invoices. The procedure of a Debit Memo creation is similar to the one of a Credit Memo's.Įvery newly created Credit Memo has status Hold.Open Finance > Documents > Credit Memos and click Add New Debit Memo.Finish creating the credit memo by clicking Add Memo.Add more details to the memo, if needed (the Add Detail button). ![]() If the credit memo is not taxable, leave the Tax Category field blank. Selecting it implies that sales taxes are applicable to the credit memo. Optionally, you can specify the discount you are giving to a customer (the Discount Amount field).Using the Service Quantity, Unit of Measure and Price fields, enter the corrected information (for example, updated price or quantity in a line of the billing order you are adjusting with this memo).For example, a memo detail may be a reference to a line in the billing order you are adjusting with this memo. Specify Description of the memo detail you are creating.The adding credit memo detail window is displayed. Optionally, specify the document that you want to correct with this memo in the Adjusted Document field.From the window that opens, select a sales person. If necessary, click next to the Sales Person field.From the window that opens, select a sales branch. If necessary, click next to the Sales Branch field.Type a free-form description into the Description field.Skip the Document # field as the number will be assigned automatically.From the window that opens, select a customer account for which the memo is created. The adding new credit memo dialog window is displayed. The list of issued credit memos appears on the screen. To claim additional bill due to misconfiguration in CloudBlue Commerce.To offset a temp credit for a received payment (Credit Memo). ![]() After investigation, the customer is wrong and should be charged: a new Debit Memo can be issued as a manual Billing Order. Misconfiguration of CloudBlue Commerce may lead to the need to correct a Billing Order (since the Invoice is already issued): a new Credit or Debit Memo can be issued.Ī customer initiates a dispute. Such Credit Memos can be removed later by issuing Debit Memos. When a one-time credit for a reseller is approved, a new Credit Memo can be issued.Ī payment from a customer was not actually received yet, and the customer asks to issue a temporary Credit Memo instead of a payment: a new Credit Memo can be issued. A new Credit Memo can be issued for a delta with the details above. In case of promotions there may be a need to decrease a subscription’s price. ![]() A new Credit Memo can be issued for the account, with details provided why / what invoice / what subscription are adjusted. The following privileges are required to issue Credit or Debit Memos:Ī customer cancels their subscription and asks for a refund. Debit Memo increases a customer’s debt, Credit Memo decreases it.ġ. A customer balance can be adjusted using Credit and Debit Memos. Sometimes there is a need to adjust already issued invoices, create a manual charge or provide a temporary credit for a customer.
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