Apply Credit to Invoice

Use the following tasks to apply a credit to an invoice, either from the COE wizard, or from the Add Payment form.

Applying a Credit to a Payment from COE

The net credit field gives you the option to apply available credit to an order from COE, as follows:

  1. Click in the net credit field of any line item. The Apply Credit page will display.
  2. Click in the amount to apply field and enter the portion of the credit you wish to apply to that product, up to the full amount.
  3. Click OK.
  4. If you would like to apply more available credit, repeat the process.

Applying a Credit from the Add Payment Form

To Add a Payment:

  1. Go to the Individual, Organization, or Invoice Profile pages.
  2. On the Actions Bar, click the add payment icon.
  3. Clear the auto-apply payments checkbox.
  4. Enter a purchase order number or invoice number using the Look Up Button (optional). If you accessed this page from the Invoice Profile, the invoice number field will default to that invoice number.
  5. Click the blue under credit applied.
  6. Enter the amount of credit you would like to apply in the amount applied text box.
  7. Select the Batch. The payment date should populate automatically.  Do not select a payment method.
  8. Click Save to apply the payment to the invoice.

Shippable Items

If an item in an order is shippable and if the system option RecognizeRevenueDuringFulfillment is set to true, then a credit cannot be applied to that particular line item.

The rationale for this is because during checkout the shippable products are removed from the invoice and placed into a fulfillment order. Essentially the purchase is on hold until the items can be shipped from a warehouse. A portion of the payment for the shippable items is set aside as an order payment. Once the items are shipped an invoice will be created at that time and a payment will be applied using the order credits that were created. Since the shippable products have to be removed from the invoice, at the time of checkout, netFORUM therefore cannot allow credits to be applied.

In order to add the functionality to let netFORUM allow credits to be applied to fulfillment orders, the system would need to handle the possibility of backing out a credit that had been applied to a fulfillment order that doesn't get fulfilled. The complexity and development effort to do handle this scenario is very high.

If you have a customer in this scenario, who cannot apply their credit to a shippable item, we recommend the following alternatives:

  • Issue a refund and ask the customer to provide payment for the order.
  • Delay the applying of credit until after fulfillment order has been invoiced, and then apply the credit.