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

How to exclude Credit memos from paid invoice adjustment-"Create Automatic Billing Adjustments?

edited Jul 26, 2024 1:45PM in Receivables & Collections 2 comments

Summary:


The issue we are encountering now is that when we have an invoice that has a credit memo applied and the remaining balance is less than +/- $500, it is getting picked up by the job and the remaining balance is being adjusted off. We do not want invoices with credit memos applied to be picked up by this process. Is there a way to add additional parameters to the ‘Create Automatic Billing Adjustments’ to exclude invoices with no payments, only credit memos applied?
Content (please ensure you mask any confidential information):

SR Reference - SR 3-37531901491: Create Automatic Billing Adjustments - Exclude Credit Memo from paid Invoices

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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