Credit Invoice

Owned by Annick Chiasson
Last updated: Sept 24, 2024 by Gilles Taillon
3 min read

 

 

 

IMPORTANT: if you credit an invoice with more than two members, all members will be credited. The action of crediting the invoice will not be applied only to the member in which you make the action.

 

IMPORTANT: please note that the action of crediting an invoice is irreversible and that any amount to be paid by the member will be cancelled.

 

How to credit an invoice

If you have an invoice with an amount due and wish to cancel the balance, you can create a credit for that invoice.

To do this procedure, you must have payment amounts already applied. If this is not the case, please refer to the documentation for the Void invoice.

To credit an invoice, go to the transaction tab of the member's profile and click on the transaction you wish to credit to open the side panel.

To credit an invoice, you must go to the transaction tab of the member's profile.

  • Click on the Action button

  • Click on Credit Invoice

 

  • The system will ask you to add an internal note (visible only to administrators) or an external note (visible to the customer)

We suggest you add an internal note to document the reason for the credit.

 

  • Click on Confirm.

 

  • The member's invoice balance will be $0.00, and the invoice credit will appear in the member's transactions.

 

 

Cancel a credited invoice

If you have credited an invoice by mistake, it is unfortunately impossible to reverse this action.

Here are two different procedures to follow in such cases. Choose the method that suits you best.

 

Method 1

  1. Cancel the subscription linked to the credited invoice. Go to the Registration tab, select the registration line to open the side panel, click on the Action button, and then on Cancel a Registration.

See the documentation Cancel a registration.

  1. Reregister the member manually. When you choose the registration package, you can override the registration fee and enter the balance to be paid by the member.

See the documentation Manual registration.

  1. If you select the credit card payment method, an invoice will be generated in the parent's Spordle My Account. Notify the parent to go to his or her account and proceed with the payment.

 

Method 2

  1. It is possible to create other items from the balance due. Create the fees from Catalogue - Other Items.

See the documentation Catalog - Other Items.

  1. Then, in the member Registration tab, click +Add and select No registration. The next window will display the Other Items, so select the one you've created.

See the documentation Registration - Add Other Items.

  1. If you select the credit card payment method, an invoice will be generated in the parent's Spordle My Account. Notify the parent to go to his or her account and proceed with the payment.