Negative invoices are common in subscription businesses. For negative invoices, you can either transfer to positive credit balances, or create invoice item adjustments to zero out the invoices. If the policy of your organization is to transfer all negative invoices to credit balances, you can create a workflow to regularly check for negative invoices and perform the transferring.
If you have the Invoice Settlement feature enabled, this feature is deprecated and only available for backward compatibility.
In this article, we'll use a standard workflow to transfer all negative invoices to credit balances.
Invoicing > Negative Invoices to Positive Account Credit Balance Limit 1
The workflow consists of three tasks.
- After a successful test run, you can remove "Limit 1" in the query in the Conditions tab of the export task.
- If you want the workflow to be run regularly, configure a schedule for the workflow.