Quick Credit for Specific Invoice Line Items

Overview

You can now point to specific line items in an invoice and apply a Quick Credit Discount Credit. This feature gives you precise control over which charges receive discounts.

How It Works

Now you can choose which line items of an invoice should receive a discount credit, rather than applying the discount to the entire invoice.

Step-by-Step Instructions

1. Open the invoice you want to credit
2. Click on the specific line item in the invoice that needs the discount
3. Click on the Quick Credit button
4. You will be prompted to confirm your selection

Confirmation Options

When prompted, you can:

• Apply discount to the invoice in general - Start at the top and apply to the whole invoice
• Confirm the specific line - Proceed with crediting only the line you selected
• Cancel - If you wish to highlight a different line for the discount

Tax Adjustments

For Unpaid Invoices

When you apply a Quick Credit to a line item on an unpaid invoice, the system will:

• Apply the credit to the selected line
• Automatically adjust the tax as appropriate

For Partially Paid Invoices

Important Note: Invoices with a payment applied assumes you are responsible for the taxes attached to the invoice.

When applying a discount credit to a line item in a partially paid invoice:

• The line item amount will be discounted
• The tax will NOT be adjusted

This is because payment has already been received, and tax responsibility has been established.

Benefits

The Quick Credit line item feature provides:

• Precision - Credit only the specific charges that need adjustment
• Flexibility - Handle customer disputes or corrections for individual line items
• Tax Accuracy - Automatic tax adjustments on unpaid invoices
• Efficiency - No need to credit and re-invoice for single line item issues

Use Cases

This feature is particularly useful for:

• Correcting pricing errors on specific services
• Applying promotional discounts to individual charges
• Resolving customer disputes about particular line items
• Making adjustments without affecting other invoice charges

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com