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Billing

Apply adjustments or receipts to invoices and debit memos

After a receipt is entered in the
Time & Billing
Receipt & Adjustments
 screen, you can apply a receipt to an open invoice or debit memo.
  1. Choose
    Time & Billing
    Receipts & Adjustments
    Receipts
     tab to enter a receipt.
  2. Choose a client, payment type, and amount.
  3. The amount of the receipt will appear in the Open Amounts section under the amount you entered for the receipt.
    note
    This can vary depending on your User Preference selection. If your
    User Preferences
    Time & Billing
    Receipt & Adjustment
     is set to
    Automatically apply to oldest first
    , then after entering in the receipt information, the Open Amounts section will show the receipt amount – any open invoices or debit memo amounts because the system is automatically distributing the receipt across the oldest invoice or debit items.
  4. Choose
    Apply Amounts
    .
  5. The gird lets you allocate the receipt total to individual debit items. If the client doesn’t have any open debit items to choose from, the receipt will be treated as a credit for the client.
  6. Select
    Save
     in the
    Applied Amounts
     screen.
  7. Select
    Save
     to save the receipt.
note
If there is an open receipt for a client during detail billing, a user can apply that receipt directly to that invoice after marking up their invoice with the item to bill, and selecting the
Applied Amounts
 link in the bill summary section.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff