Net payments and applications

Customers can make online payments on Self Service, apply credit memos to an open invoice or invoices, creating a zero dollar payment application, and can also make a net payment, using a credit memo to reduce the amount owed on an invoice or invoices when making online payments.

Pre-requisites

• Online payments must be allowed

• Option to apply credit memos to invoice must be enabled for 'All'

• Customers must have open invoices and open credit memos with balances

• Option to allow partial payments may need to be enabled for the application only

How to apply credit memo to an open invoice

• On Self Service, select an invoice and a credit memo

• Click the Pay button

• Update the payment amounts for a total payment of $0.00

• The 'Pay' button will update to display 'Apply'

• Click Apply

• If making a net payment, firt select a credit memo along with an invoice or multiple invoices, then click pay

• Update the payment amounts if needed, then click pay, noting the 'net' amount paid

• The net pending payment will be updated with the application details for the credit memo and the invoice within the client.

Application of a credit memo to an invoice - zero dollar payment:

Note on Account Hierarchy

Applying credit memos to invoices is not supported when on 'All Accounts'. If a credit memo is selected along with open invoices within All Accounts, the user will be prompted with the following:

• Click OK to proceed without the credit memo selected

• Cancel to select an individual account for the application