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Waive Invoice question

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Aysia Wright

26 Sep, 2013 08:52 PM

Hi - If I Waive an invoice for a customer, for example, for one who was Declined and I want to be sure they don't go through 3 days later as that is past our ship window and they would be missed, how does the Waive Invoice work. Does it in essence mean that invoice is cancelled and won't be retried, and the next month, they system will try again assuming they have not cancelled, or does it treat them as having paid essentially, like a Credit?

Thanks,
Aysia

1. 1 Posted by Dean on 26 Sep, 2013 09:06 PM

   

   Hi Aysia -- Waiving the invoice means that invoice will be ignored and no attempt to transact will happen. The next invoice will be one invoice period from the waived invoice's billingDateTime unless the Change Bill Date option is used. Does that help?

   Best,
   Dean

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2. 2 Posted by Aysia Wright on 26 Sep, 2013 09:13 PM

   

   OK. So basically, that invoiced will be skipped and a new invoice will be
   generated for the next billing date?

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3. 3 Posted by Dean on 27 Sep, 2013 04:46 PM

   

   Yes that's correct.

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4. 4 Posted by Aysia Wright on 27 Sep, 2013 05:39 PM

   

   Thank you

   Aysia Wright
   503-320-4622

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5. 5 Posted by Dean on 27 Sep, 2013 05:39 PM

   

   No problem, Aysia. We're here to help!

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6. Dean closed this discussion on 27 Sep, 2013 05:39 PM.

7. Aysia Wright re-opened this discussion on 29 Oct, 2013 04:31 PM

8. 6 Posted by Aysia Wright on 29 Oct, 2013 04:31 PM

   

   Hi guys - So, I went to use the Waive Invoice function for a few people who
   have had two declines just because I'd rather skip them this month and see
   if they are successful next month. When I did it, the system added a
   Credit to their account, which I assume would mean that when I ran a ship
   report, it would look like they had paid (because of the credit) when they
   in fact should not be shipped to. can you help me understand how to
   achieve what I describe above - to skip them and allow them to remain
   active to see if they are successful next month but NOT add a credit to
   their account?

   Thanks,
   Aysia

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9. 7 Posted by Aysia Wright on 29 Oct, 2013 04:33 PM

   

   Here's a example of what I'm speaking of:

   https://cheddargetter.com/admin/customers/get/id/7b355fa9-2fb8-11e3-a374-bc764e04674e

   I waived her current invoice that had been declined twice and you will see
   a credit on the account now (16.00).

   Thanks for your help.

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10. Support Staff 8 Posted by Marc Guyer on 29 Oct, 2013 06:51 PM

    

    Hi Aysia -- That's the way the waive invoice function works. Once an invoice is past due, there's no way to skip it except to waive it with a credit.

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11. 9 Posted by Aysia Wright on 29 Oct, 2013 07:17 PM

    

    Ok. Thanks. That wasn't how I understood it to work from my previous
    discussion with Dean.

    Best,
    Aysia

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12. Marc Guyer closed this discussion on 31 Oct, 2013 07:30 PM.