How to Manage Unpaid Invoices and Reallocate Account Credits in Hauler Hero
Managing invoices and account credits is a common operational need in Hauler Hero. This article provides step-by-step guidance on reversing credits, marking invoices unpaid, and reallocating account credits to different invoices. Follow these instructions to ensure smooth invoicing processes and maintain accurate financial records.
Undo a Paid Invoice and Mark It as Unpaid
If an invoice was mistakenly paid with account credit and you need to mark it as unpaid, follow these steps:
Locate the Applied Credit: Navigate to the invoice in question and identify the applied account credit.
Move the Credit: Use the option to "Move payment to account credit" to return the credit back to the customer’s account credit balance.
Confirm Status Change: Once the credit is returned, the system will automatically update the invoice status back to Unpaid.
Reallocating Account Credit to a Different Invoice
You can reapply existing account credit to a different invoice. This is useful if the current allocation was done in error or needs adjustment. Here’s how:
Remove the Credit from the Current Invoice: - Locate the current invoice where the credit has been applied. - Select the "Move payment to account credit" option to remove the credit application.
Create or Identify the Target Invoice: - If the intended invoice (e.g., for a specific period) doesn’t exist, create it.
Apply Credit to the New Invoice: - Navigate to the target invoice and apply the account credit accordingly.
Verify Invoice Statuses: - After the credit has been reallocated, ensure the current invoice reflects the Unpaid status while the target invoice reflects the applied credit.
FAQs
What happens if I don’t move the credit correctly?
The invoice will remain marked as paid, and your account credit balance will not update accurately. Always ensure the "Move payment to account credit" option is used to properly reallocate funds.
Can partial credits be moved back to the account balance?
Currently, this process applies to the full amount of an applied credit. By following these steps, you can efficiently manage the statuses of your invoices and reallocate account credits in Hauler Hero, ensuring accurate financial tracking.