To Apply Credit and Re-bill
To apply credit and re-bill
- Navigate to the invoice on which you want to apply Credit & Re-bill.
- Click Credit & Rebill.Billing displays the summary of the credit memo line items that are created and the impact on the existing billing schedules.
- Select the credit memo processing options:
- Auto Approve credit memo: When enabled, after you click Submit, Billing approves the credit memo automatically.
- Unrate the usage inputs: When enabled, after you click Submit, Billing reverses the usage inputs with Credit & Rebill. Billing displays this checkbox only if the invoice has at least one invoice line item that has a usage schedule. Billing enables this checkbox only after you select the Auto Approve credit memo checkbox.
- Click Submit. Billing creates a credit memo, changes the
Status of the invoice to Credited, and changes the Payment Status to Paid. You will
see the following results based on the Auto Approve credit
memo and Unrate the usage inputs options.
Option
Selected
Result
Auto Approve credit memo
Yes
Credit memo line items are created in the Approved status. A Related A/R Transaction record is created and the status of all the billing schedules changes to Pending Billing.
No
Credit memo line items are created in the Draft Status. After you manually approve the credit memo, the Related A/R Transaction record and the status of all the billing schedules change to Pending Billing. For more information, see Managing Credit Memos vFebruary-23.
Unrate the usage inputs
Yes
Billing unrates the usage inputs for the billing schedules while auto-approving the credit memo. Billing changes the status of billing schedules and the corresponding usage schedules to Pending Billing. Billing unrates all associated usage inputs for the usage schedules, changes the Fee Amount on the billing schedule and usage schedule to 0.00, and resets the quantity on the usage schedule. If there are more than 1000 usage inputs, Billing unrates usage inputs in an asynchronous batch mode.
No
Billing does not unrate the usage inputs for the billing schedules while auto-approving the credit memo. However, you can unrate the usage inputs while approving the credit memo manually. For more information, see Managing Credit Memos vFebruary-23.
- Invoice the billing schedules to rebill them.
