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How to change the amount due on an invoice

How to change the amount due on an invoice

Dec 13, 2017

This guide covers how to change the amount due on an invoice. This can be used when an additional fee needs to be added to the application, when an application pays in cash or check, or when an online payment fails to mark the invoice as paid.

Navigate to the invoice

  1. Click "index" under the "Applications" tab

  2. Click "Dashboard / List of Applications" under the App. Group that the invoice belongs to

  3. Click the page icon next to an application to view that application and it's invoice

  4. Scroll down to the bottom of the page to view the invoice

  5. Click "Manage" on the invoice

Add a fee

Fees can be added manually or edited by following these directions

  1. Add a fee to the invoice by clicking the checkbox next to that fee

  2. The cost and quantity of that fee may be changed by using the two number boxes to the right of the fee name

  3. A note may be added to explain the addition of or any changes to the fee

  4. If you want to send a notification to the applicant that the amount due changed on the invoice, leave the "Send Notification" check box checked

  5. Click "Save"

Add a payment

Adding a payment will remove the balance due on an invoice.

  1.  Fill out the "Payment" section of the invoice

    1. Method: Choose from the options available

    2. Date: Select the date of the payment

    3. Made By: Choose between the applicant of the application or fill in a name using the "Other" option

    4. Confirmed By: Choose an employee from the list or fill in a name using the "Other" option

  2. If you want to send a notification to the applicant that the amount due changed on the invoice, leave the "Send Notification" check box checked

  3. Click "Save"

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