I can't find documentation on how to adjust the balance of an invoice. Can anyone point me in the right direction?
I'm not sure these instructions exist in the documentation but here is an older post that deals with this issue:
http://www.tessituranetwork.com/COMMUNITY/forums/t/518.aspx
Hi Allyson,
There is not any documentation on adjusting invoices. But I can tell you what you need to know.
I’m going to assume that the reason you need to adjust the invoice is that some of the seats paid by the invoice were returned/released. When that happens you need to put the credit from the invoice on account. After saving the order, go to the constituent record and apply the on account money to the invoice (i.e. make an invoice payment and use the on account payment method to pay for it).
The key thing to remember when adjusting invoices is that you cannot apply a credit directly to an invoice. You have to hold the money in another payment method and then use that payment method to pay off the adjusted portion of the invoice.
Make sense?
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com
And since this is the 2nd time in a week I’ve answered this question for someone, I figured I should go ahead add the answer to the documentation. So now you actually can find instructions for adjusting an invoice in the Ticket Order Processing document.
Thanks Kevin! This is so helpful!