Credits Enhancement - Posting Credits to Invoices

When a customer has multiple open invoices (product, recurring or both), there is now a simple way to apply a credit, discount or prepaid, to all open invoices.

Accessing the Apply Credits Feature

Method 1: From Menu Bar

1. Click on the Payments button on the menu bar
2. Click Apply Credits
3. On the Apply Credits – Selection Form screen, enter the account number or click on the search icon to search for the specific account
4. Click OK

Method 2: From Invoice History

You can also access the Post Credits screen directly from the customer's invoice history screen.

1. From the Invoice History screen, click Apply Credits button

Post Credits - Open Invoice List Overview

The Post Credits – Open Invoice List window will show:

• Discount Credit amounts available to apply to open invoices
• Prepaid Credit amounts available to apply to open invoices
• All invoices with an open balance for the specified customer (in the panel below)
• Total open balances of listed invoices and discountable balance (bottom right of the panel)

Managing Invoices

Changing an Invoice

To open and make changes to an invoice:

1. Highlight the invoice
2. Click Change Invoice button
3. Invoice will open in a separate window where you can make any adjustments necessary

Changing Late Fee

If you need to adjust or remove a late fee from an invoice:

1. Highlight the invoice
2. Click Change Late Fee

Credit History

Click Credit History button to view the credit history for the specific customer. The credit history displays:

• All credits
• Available credit amounts
• Which invoices credits have been applied to

Apply Credits to Only Product or Recurring Invoices

If you would like to apply credits to only Product OR Recurring invoices:

1. Uncheck the applicable box
2. The invoice type that is unchecked will no longer appear on the list

Applying a Credit

1. Tag invoices individually or click Tag All
2. Enter the amount of credit to apply
3. Enter the amount for either discount or prepaid
4. Do NOT enter amounts in both fields at the same time
5. Click Apply Credit to Tagged Invoices

Discount Credits

Because Discount credits reduce the amount of the invoice before tax, we recommend that DISCOUNT credits get applied before any PREPAID credits are applied.

Steps to Apply Discount Credits

1. Tag the invoice(s) you would like to apply credit to
2. Enter the Discount Credit amount
3. Click Apply Credit To Tagged Invoices

Note: The Discountable balance is shown in the bottom right hand corner of the window. The tagged invoice amounts are shown in the top right of the window.

Once the credit has been applied, the remaining Discountable balance, if any, is shown in the bottom right corner of the Post Credits – Open Invoice List window.

Prepaid Credits

Steps to Apply Prepaid Credits

1. Tag the invoice(s) you would like to apply credit to
2. Enter the Prepaid Credit amount
3. Click Apply Credit To All Tagged Invoices

Note: The Open Invoice total is shown in the bottom right hand corner of the window. The tagged invoice amounts are shown in the top right of the window.

Once the credit has been applied, the remaining balance, if any, is shown in the bottom right corner of the Post Credits – Open Invoice List window.

Credit Tips

When creating discount and prepaid credits you can select which type of invoice the credit can be applied to:

• Select Recurring, Product or both
• The default setting is for both invoice types
• Enter the amount of the credit
• Click Type Of Credit to select the credit type *Prepaid or Discount

Note: Credit type Prepaid (without *) is reserved for Cornerstone Billing use only.

Example

If you have $170 total discount credit where:

• $125 can be applied to (P) Product invoices
• $45.00 can be applied to (R) Recurring invoices

This is because of the selection made when the credit was created.

Need Help?

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