Remove Dollar Amount from Recurring Invoice

Overview

This guide explains how to apply a discount credit to an invoice in Cornerstone Billing Solutions. Use this process when you need to remove a line item or reduce the dollar amount on an existing invoice. Discount credits can be applied to an entire invoice or to an individual line item.

You will need access to the relevant customer account and the specific invoice you wish to adjust before beginning.

Steps to Apply a Discount Credit

Follow the steps below to locate the invoice, select the line item, and apply a Quick Credit.

1. Navigate to the customer account. Open the relevant customer record in the system.
2. Click Invoice History. This opens the list of invoices associated with the account.
3. Highlight and select the invoice. Click to highlight the invoice you wish to adjust, or double-click to open it directly.
4. Highlight the line item. Select the specific line item you want to credit or remove.
5. Click Quick Credit. This opens the Quick Credit dialog.
6. Select the credit scope.Choose how the credit should be applied:
   • To Invoice — applies the credit to the entire invoice.
   • To Line — applies the credit to the individual line item only.
7. Enter the dollar amount. Type the credit amount you wish to apply.
8. Enter the Category of Credit. Select or enter the appropriate credit category.
9. Enter a Description. Provide a description for the credit being applied.
10. Click OK to apply. Confirms and applies the credit.
11. Click OK to save the invoice. Finalises and saves the changes to the invoice.

⚠️ IMPORTANT

Cornerstone recommends using discount credits rather than directly editing an invoice when you need to remove a line item or reduce an invoice amount. This preserves an accurate audit trail on the account.

Credit Scope Reference

Use the table below to determine which Quick Credit option to select based on your situation.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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