Credits and debits

Model A

 

Model B

 

Model C - preferred

In edit invoice we need to allow to create an appointment specific adjustment. The item should have 2 additional options.

  1. Display invoices previously voided that contain the item
  2. Allow to "release" the invoice ID, enabling this to be billed again
  3. Send invoice to the customer (what happens if invoice has been paid already). Pop-up dialog asking to send invoice (?)
  4. Need an option to select date of the credit (effective vs actual)
  5. Adjustment to the invoice is being transferred to ABILA using credit report

The process to make an adjustment

  1. Issue an adjustment for the entire amount of the assignment
  2. Create new invoice for EDI billing

 

Playground scenario

image-1673463116015.png

When assignment is left on the invoice (22317) the credit for the amount should post instantly under Abila: Invoice Credit.

image-1674485063691.png

2023-01-23 - UI component is not updated to show the REVISED tag and watermark. Revision (A,B,C) not showing.

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