Question

reverse staged billing

  • 1 November 2021
  • 2 replies
  • 204 views
R
Rank
Userlevel 7
Badge +16
  • ronhu
  • Hero (Customer)
  • 552 replies

Community, 

 

We have an issue on Staged Billing, need to borrow your brain.

 

Customer order line staged billing set at 80%, 20%. 80% is invoiced and post authorized. Then, for some reason, staged billing needs to be changed to 65%, 35%. 

80% invoice is PostAuth status, hence it cannot be cancelled. We can do the credit invoice. but after the credit invoice, we still cannot changed staged billing 80% to 65%,  system prompts the error, “the existing stage is invoiced and may not be changed”. when we are trying to remove this staged billing plan, system prompts the error “the staged billing line cannot be removed!”

 

how to handle this scenario? can we reverse it back? 

 

Thank you.

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Ron
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2 replies

Lauri
Rank
Userlevel 2
Badge +8

Hi Ron,

  1. Credit the 80 % invoice as you suggested.
  2. Create a new Customer Order Line to the existing customer order.
  3. Add a new staged billing profile to the line.

I know this is not the answer you expected, but there is no way to remove the already invoiced staged billing line.

Best regards,

Lauri

R
Rank
Userlevel 7
Badge +16

@Lauri thank you for your time. there is no way to remove the staged billing. 

i am think of discard the current staged billing profile and do manually, which means I manually correct the invoice to 65%, then posted the invoice. and do the rest of the billing one by one, we have this order line delivered, so it is ok to do the invoice. will try do it in test.

Thank you.

Ron
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