Invoice Viewer V2

The Invoice Viewer V2 page allows for the following types of credits to be created from the Credit Invoice page. 

NOTE: These options are only available to users with Access rights to the “AccountCredit” module.

• Fixed Charge Credit - Users enter Amount, Reason, Tax Type and can select “Apply Fixed Charge Credit” button. 
  This will create a Fixed Charge without an Active Date.  The lack of an Active date will prevent this credit from being applied until a supervisor reviews/approves the Fixed Charge and sets the appropriate Active Date.

• 889 Invoice Credit – Full Invoice Credit.  Users simply click the “Apply Fill Invoice Credit” button. 
  This will create a Transaction for the total invoice amount with a Transaction Classification of 889 Invoice Credit.  Users will need to go to the Transaction Posting page to Post the transaction.  See “Transaction Processing” for the processing information. 

• 889 Invoice Credit – Partial Invoice Credit.  Users enter Amount, Reason and select “Apply Partial Invoice Credit”. 
  This will create a Transaction with desired amount and a Transaction Classification of 889 Invoice Credit.  Users will need to go to the Transaction Posting page to Post the transaction.  See “Transaction Processing” for the processing information. 

• Individual Call Records Credits - Credit for an individual call can be made via the “Call Records” tab as shown below.  Users click the “Select” check box on the desired calls, then click the “Credit Selected Calls” button.  This creates a negative “Fixed Charge” and is process as described above.