Credit an Invoice

You can credit an invoice if the following conditions are true:

  • You have the Invoices: Pay, Undo payment, Credit permission enabled in Polaris System Administration (web-based). For more information about invoice permissions, see Acquisitions Permissions Reference.
  • If the invoice type is Miscellaneous and the invoice has line items:
    • All line items have a payment status of Paid or Open.
    • All segments are received.
  • If the invoice type is Miscellaneous and the invoice has header charges but no line items:
    • The invoice status is Paid or Open.
  • For all other types of invoices:
    • All line items have a payment status of Paid or Prepaid, and
    • All segments are received.

Note:
You cannot credit an invoice with a payment method of Free.

To credit an invoice

  1. Find the invoice you want to credit, and open it in the Invoice workform.

  2. Select ACTIONS > Credit.

    The Check / Voucher dialog appears.

  3. Select a Payment Type of Check or Voucher.
  4. In the Number box, enter the check or voucher number. 
  5. Select the payment date in the Date box.

  6. Select OK.

    Leap credits the invoice. The transaction appears in the Payment History view.