Adjusting invoices

You can set up your site so that customers can choose to pay their outstanding renewal invoices that are displayed in their carts. If customers notice an item that they want to change in the renewal, such as to switch special interest groups, add a subscription, or make a donation, customers can adjust their renewal invoices themselves before checking out, rather than just removing the renewal.

Adjusting renewals in the cart

By clicking on the invoice item in the cart, customers open a detailed view in which they can review, remove, change, and add items to the renewal before paying for it. These changes appear as a comprehensive line item (Adjustments for invoice), which is preserved with their cart until customers choose to delete the adjustment or submit the renewal for payment.

The adjustments appear as shopping cart items in the same section as any products or registrations customers might also be purchasing at the time. When a customer submits payment, the Order Confirmation itemizes the renewal invoice separately from the invoice adjustment.

Seeing the details of adjustment invoices

Customers can see the details of their adjustments as invoice lines on their invoice summary page. A negative quantity signifies that an optional item was removed.

Administrators can see the details of the renewal invoices and adjustments by going to Finance > Invoices. Open the invoice and view its journal entry (Journal Entries tab). The summary lets you see the descriptions and amounts of any renewal options that were removed (deselected) as well as any that were added, which appear in the Debit and Credit columns, respectively.

• A credit memo line is created for any optional-but-billed item that is deselected. The credit memo line is applied to the original invoiced line item to bring the billed lines balance to zero.
• A debit memo line is created for any optional item that was added.
• Any payment is applied to the adjusted invoice, applying to all non-adjusted invoice lines plus all debit memo lines that are generated in the adjustment invoice.