Invoice Credits
Summary
The platform allows you to create partial and final invoices for shifts or programs, enabling flexible billing. A partial invoice can be sent for prepayment, and later a final invoice can be generated. By default, the final invoice deducts the amount from the partial payment, with an option to toggle this deduction on or off. If clients pay outside the platform, you can add a credit line to ensure accurate billing and prevent double charges. This feature streamlines payment tracking and ensures clarity in client invoicing.
Transcript
- 00:00
You’re able to create partial and final invoices as they relate to shifts or programmes. And what that does is when you create a partial invoice that’s part of a programme, as you can see on the screen here, whatever that value is, you might send that off to your client. Maybe they’ll pay in advance of the execution, and then when the execution is done, or halfway through the period, or whenever you ready to send that final invoice, you can create a final invoice inside that same programme. As you see here, we have the final invoice, and by default, once you save that final invoice, it will deduct funds from the partial invoice. So as you can see here, we have $700 being deducted from the partial or prepayment invoice that was associated with this programme. Now, there’s a toggle here to indicate that we’re going to apply $700 from a partial invoice to this final invoice.
- 00:54
In this case, of course, we have a lower number, so we’re having a negative information here. But if this were to change and say this was going to be 10 and we save it, then we can see the numbers change. If we did not want to apply this partial payment or partial invoice to this particular invoice, you can toggle that off and then as you see the numbers change and it won’t be part of that final invoice. So that’s how you determine if there’s a credit line on a particular invoice, specifically as it relates to partial and final invoices. This also applies to if your client paid for an event or partially paid for an event in advance outside of the CLE platform, you’d be able to add a line item into the system and tag it as a credit so that the system is making sure that your client’s not being double charged for anything. Okay.