If an event is cancelled and already invoiced through a Payment Plan, cancelling the event will trigger the cancellation of orders, functions, and activities. This results in the final payment plan step calculating a credit amount due to the client. The credit amount on the final invoice can then be applied to the open amount for the previous invoice/invoices.
- We recommend using dashboards and views to easily navigate to Events which have been lost or cancelled. You can create a view based on the Cancelled and Archived Events.
- Use Activities to let your teams know an event has been cancelled and what information needs to be finalized.
If any orders have been closed for the event, they must be re-opened (Open a Closed Service Order) before going through the process below.
- In the Main Menu, search for and select Events. The Events window opens.
- Search for the event you need to cancel.
- Right click on the event and select Edit.
- Click Tools > Cancel Event. For more details about cancelling events see to Cancel an Event.
- Select the cancel options and click OK. You return to the Edit Event window.
- Go to the Service Orders tab and confirm that the Service Orders are Cancelled.
- Go to the Payment Plan tab.
- Right click on of the Payment Plan steps and click Edit. The Edit Customer Payment Plan window opens.
- Select the Payment Plan Steps tab.
- Right click any payment plan steps between the last invoiced step and final invoice and select Mark for Delete.
- Click Save. This will save the information without closing the window.
- Right-click the Final Invoice line and select Tools > Invoice. For more details refer to Invoice Payment Plan Step.
- Select the AR Recap tab.
- Right-click the invoice that was created for the Final Invoice step and select Tools > Application. The Cash Application window opens.
- In the Applied Transactions section, select Add Transaction (right side).
- Select the other Invoice on the payment plan. Click Select (bottom left).
- Click Save.
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