If a payment has been made on an order (and therefore the bill-to account is assigned as the payment account) and the bill-to account on the order needs to be changed, follow the below steps:
1. Keep the bill-to account as the original account.
2. Create a reverse payment for the original payment.
3. Update the bill-to account.
4. Create a new payment with the correct bill-to account.
Comments
4 comments
We have an order were part of the payment plan has been invoiced and we now need to change the bill-to keeping the 1st invoice, How can we amend the bill-to for orders that have had the 1st part of the payment plan invoiced.
-1 upvotes
Kris-
We have just a single-bill to per order. If I needed to bill a different account, I would create separate orders with separate payment plan to bill different accounts. In the scenario above, I would edit the order amount to be what was invoiced on step 1. Then create an order for the remaining amount and add payment steps as needed.
0 upvotes
Hi Pat
How can we do this for booking orders as the service order is automatically created, I have added a service order but the space doesn't add to the booking screen.
Thanks
Kris
0 upvotes
Development has it in their roadmap to split booking orders. Until then, I would add a negative resource "Space Rent Billed to Others" to reduce the order value. Then on the new order have a generic Space Rental resource
0 upvotes
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