Credit a Line Item

You can credit an invoice line item 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.
• The line item has a status of Paid or Prepaid.
• All segments are received.

Note:
You cannot credit individual line items in Miscellaneous invoices. You also cannot credit line items in invoices with a payment method of Free.

To credit an invoice line item

1. Find the invoice you want to credit, and open it in the Invoice workform.
2. Select the Line Items view.
3. (Optional) Enter text in the Filter box to filter the list of line items.
4. Select the line item or items you want to credit.

5. Select Credit.

   The Check / Voucher dialog appears.

6. Select a Payment Type of Check or Voucher.
7. In the Number box, enter the check or voucher number. 
8. Select the payment date in the Date box.

9. Select OK.

   Leap credits the line item or items. The transaction appears in the Payment History view.