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Net payments and applications - Self Service

Updated

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

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

 

 

 

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