Quick Credit for Specific Invoice Line Items

Modified on Wed, 6 May at 3:32 PM

Overview

This guide explains how to apply a Quick Credit Discount Credit to a specific line item on an invoice, rather than crediting the entire invoice. It covers the step-by-step process, confirmation options, and how tax adjustments are handled depending on whether the invoice is unpaid or partially paid.

This feature is useful when you need to correct a pricing error, apply a promotional discount, or resolve a customer dispute on an individual charge — without affecting any other line items on the invoice.

How It Works

When applying a Quick Credit, you can now choose which line items of an invoice should receive a discount credit, rather than applying the discount to the entire invoice. This gives you precise control over which charges receive adjustments.

Step-by-Step Instructions

Open the invoice you want to credit.
Click on the specific line item in the invoice that needs the discount.
Click the Quick Credit button.
Review the confirmation prompt and select one of the options below.

Confirmation Options

When prompted, you will be presented with three choices:

Option	What It Does
Apply discount to the invoice in general	Starts at the top and applies the discount credit to the whole invoice.
Confirm the specific line	Proceeds with crediting only the line item you selected.
Cancel	Dismisses the prompt so you can highlight a different line item for the discount.

Tax Adjustments

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 item.
Automatically adjust the tax as appropriate.

Partially Paid Invoices

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

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

⚠️ IMPORTANT

Invoices with a payment already applied assume you are responsible for the taxes attached to the invoice. Because payment has already been received and tax responsibility has been established, the tax will not be adjusted when a discount credit is applied to a line item on a partially paid invoice.

Benefits

Benefit	Detail
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.

Common Use Cases

The Quick Credit line item feature is particularly useful for:

Use Case	Description
Pricing Errors	Correcting pricing errors on specific services.
Promotional Discounts	Applying promotional discounts to individual charges.
Customer Disputes	Resolving customer disputes about particular line items.
Targeted Adjustments	Making adjustments without affecting other invoice charges.

Need Additional Help?

Our Customer Success team is here to assist you.

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