Create One Time Invoice/Credit Invoice Line

Explanation

Use this activity to create one time invoice/credit invoice line.

This functionality is used for:

• creating a one time credit invoice, without automatically crediting any later debit invoices on the service’s invoice plan. This is useful for example when customer is credited a service where the service contract obligations have not been fulfilled during a particular invoice period.
• creating one time debit invoices. This is useful for example when you want to debit the customer a one time "start fee" for a service that is periodically invoiced.
   

Prerequisites

• The action is enabled for single invoice plan detail lines.

System Effects

• A new invoice plan detail line is created. This line can be invoiced using the menu action Create Invoice.

Window

Invoice Plan Details

Related Window Descriptions

Service Contract
Service Contract/Invoice Parameters 
Invoice Plan Details

Procedure

To create a one time invoice/credit invoice lines for a invoice plan detail line:

1. Open the Invoice Plan Details window and select the invoice plan line, right-click and then click Create One Time Invoice/Credit Invoice Lines...
2. In the Create One Time Invoice/Credit Invoice Lines dialog, enter a from/to date for the invoicing. The invoice amount is by default displayed as the negative value of the amount on the selected invoice plan detail line, but the amount can be modified.
3. You can enter/modify the invoice text which will be displayed on the customer invoice.
4. Click OK. A new invoice plan detail line is created. Select menu item Create Invoice on the new Invoice plan details line to invoice the line.