Applying an Credit to an Invoice or Charge

Overview

This tutorial will review how to allocate a credit to an invoice or charge on a customer account. If you are using auto-allocation feature, this is something you may not need to to often.

To use this feature, you must have activated Credit Allocations.

Package(s) Required:

The packages below are required in addition to the Foundation package. If you have questions about this please contact your account manager.

• IMPACT

Estimated Time to Complete – 5 Minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below. Video Coming Soon

Step-by-Step Guidance

Two ways to begin

1. Invoice/Charge and Payment are Already Posted

   1. Navigate to the customer account in which the payment and invoice are present (invoice must be closed and payment posted)

   2. Ensure you are in Allocation View (if not, please click the allocation view button at the top right)

   3. Click on the button at the bottom "Allocate Credit"

   4. Here you can review and apply credits to particular invoices or charges. Continue on Step 3.

2. During Credit/Payment Entry. Continue on Step 3.

3. 
4. Wise Option will auto-select the invoices and credits available (oldest first) for a suggested allocation.

5. If this is not correct, you can click "Unselect All" above the credits to unselect them and reselect the credit you would like to apply the invoice(s).

6. In the case you would like to apply this credit to muliple invoices, please select multiple.

7. If you would like to apply the credit for an amount less than the invoice amount, you can adjust the amount allocated to that invoice by altering the amount in the last column "Allocate"

8. Click Save

9. Repeat this process until all credits have been applied appropriately.

Web App

Mobile App (iOS/Android)