You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Bill Management - Adjust Invoice Rather than Issue a Credit Memo?

Accepted answer

Summary: My client is looking into implementing the bill management portal. I understand when an open invoice transaction is disputed by the customer, they need to click on the "Request Credit" button and fill out the dispute form. This then automatically goes down the path of possibly issuing a credit memo. Is there a way to configure the system so it adjusts the open invoice instead?

(Yes I understand if the credit memo is issued you can apply it to the invoice to adjust the open invoice balance, but that is not what they want their customers to see/process.)

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!