How do I add a Due to an existing Invoice?

You can add additional debits or credits to an existing invoice, as long as that invoice does not have any payments or refunds.  You may want to do this to include additional billing on an invoice, or include a credit.

Credits that exceed the invoice total
If a credit is added that is larger than the remaining invoice balance, the system will automatically split the credit:

• One portion is applied to the invoice to bring the balance to zero.

• The remaining amount is created as a separate credit on the account for future use.

To add a due to an existing invoice:

• From the Administrator Interface, navigate to Accounts & Billing / Invoices
• Locate the invoice through the search and or filter tools
• Once located, select the [Actions] command on row for the invoice
• Select [Add a Due]
• You will then be presented with a list of available Dues for this account holder
• Select the Due from the list, then select the [Add] command.