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| xmlns="http://docbook.org/ns/docbook"> |
| <title>The Billing Account Invoices help screen</title> |
| <para>The Billing Account Find Invoices screen displays by default a list of invoices that have |
| been charged to the billing account.</para> |
| <para>Any invoice displayed here means that its invoice amount has been deducted from the |
| billing account credit limit.For example: If the Billing Account Credit Limit is $100 and |
| the there are 2 invoices displayed with amounts $10 and $25 then the available credit for |
| the billing account will be $75.</para> |
| <para>The invoice can be at various statues and there is an option to locate an invoice by |
| status.</para> |
| <para>It is also used to apply any payments that have been made into the Billing Account to an |
| invoice. A 'Capture' button is displayed next to each invoice displayed that has an amount |
| outstanding.</para> |
| <para>Example:</para> |
| <para> |
| <itemizedlist> |
| <listitem> |
| <para>Two invoices are charged to a Billing Account (Invoice A $10 and Invoice B |
| $25)</para> |
| </listitem> |
| <listitem> |
| <para>A payment of $17 has been paid into the Billing Account</para> |
| </listitem> |
| <listitem> |
| <para>If the Capture button is pressed for the invoice A then $10 of the $17 payment |
| will be applied to this invoice and a new payment transaction of $7 will be |
| created and available to apply to a different invoice </para> |
| </listitem> |
| </itemizedlist> |
| </para> |
| <section> |
| <title>How do I locate an invoice by status?</title> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Select the 'Invoices' sub menu</para> |
| </listitem> |
| <listitem> |
| <para>Use the drop down box to select the 'Status Id' for the invoice |
| required</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Submit' button</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <para>A list of invoices with the required status will be displayed </para> |
| </section> |
| <section> |
| <title>How do I capture a payment for an invoice?</title> |
| <para>IMPORTANT: In order for this to work a payment needs to have been made to the billing |
| account that has not been completely applied to any other invoices. Payments to a |
| billing account can be done via the 'Payments' sub menu for the billing account or by |
| using Accounting / Payments menu.</para> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Select the 'Invoices' sub menu</para> |
| </listitem> |
| <listitem> |
| <para>Locate the invoice required (NOTE: The 'Amount to Apply' is the same as |
| the 'Total' column)</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Capture' button (NOTE: The 'Amount to Apply' is different to |
| the 'Total' column)</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <para>The 'Capture' button is no longer displayed next to the invoice and an additional |
| payments transaction will be created for any difference between the invoice total and |
| the amount paid (Eg Invoice Total $100, Payment Amount $125, the new payment transaction |
| amount will be $25)</para> |
| <para>NOTE: The above example assumes that the payment available will cover the total amount |
| outstanding for the invoice</para> |
| </section> |
| </section> |