Invoice write-off and reversal enhancements

Case 1: Reverse or fully write off invoices

You want to reverse or write off an invoice that is not paid. The invoice originally with the total amount of $430 contained two invoice items, and each item has a positive amount. 

The original invoice has the following details:

Invoice Item	Charge Name	Charge Model	Quantity	Unit Price	Charge Amount	UOM	Balance
Invoice item 1	Charge 1	Per Unit Pricing	10	$33	$330.00	Each	$330.00
Invoice item 2	Charge 2	Flat Fee Pricing	1	$100	$100.00	/	$100.00

In this use case, before the enhancement is made, a credit memo is generated during invoice write-off or reversal with the following quantity and unit price information:

• The value of the Quantity field of the credit memo items is 1 in the generated credit memo.
• The value of the Unit Price field is calculated based on the formula: Unit Price = Amount Without Tax / Quantity.

The generated credit memo has the following details:

Credit Memo Item	Charge Name	Charge Model	Quantity	Unit Price	Amount Without Tax	UOM	Unapplied Amount
Credit memo item 1	Charge 1	Per Unit Pricing	1	$-330	$330	Each	$0
Credit memo item 2	Charge 2	Flat Fee Pricing	1	$-100	$100	/	$0

After the enhancement is introduced, a credit memo is generated during invoice write-off or reversal with both the Quantity and Unit Price fields duplicated from the corresponding invoice items of the original invoice.

The generated credit memo has the following details:

Credit Memo Item	Charge Name	Charge Name	Quantity	Unit Price	Amount Without Tax	UOM	Unapplied Amount
Credit memo item 1	Charge 1	Per Unit Pricing	10	$-33	$330	Each	$0
Credit memo item 2	Charge 2	Flat Fee	1	$-100	$100	/	$0

Case 2: Write off partially paid invoices

You want to write off an invoice that is partially paid. The invoice originally with the total amount of $430 contains two invoice items, and each item has a positive amount. Later, you apply a payment with the total amount of $150 to the invoice. 

The original invoice has the following details:

Invoice Item	Charge Name	Charge Model	Quantity	Unit Price	Charge Amount	UOM	Balance
Invoice item 1	Charge 1	Per Unit Pricing	10	$33	$330.00	Each	$330.00
Invoice item 2	Charge 2	Flat Fee Pricing	1	$100	$100.00	$100.00

After the payment is applied to the invoice, including $100 applied to invoice item 1 and $50 to invoice item 2, the invoice details are as follows:

Invoice Item	Charge Name	Charge Model	Quantity	Unit Price	Charge Amount	UOM	Balance	Payment Amount
Invoice item 1	Charge 1	Per Unit Pricing	10	33	$330	Each	$230	$100
Invoice item 2	Charge 2	Flat Fee Pricing	1	100	$100	/	$50	$50

In this use case, before the enhancement is made, a credit memo is generated during invoice write-off with the following quantity and unit price information: 

• The value of the Quantity field of the credit memo items is 1 in the generated credit memo.
• The value of the Unit Price field is calculated based on the formula: Unit Price = Amount Without Tax / Quantity.

The generated credit memo has the following details:

Credit Memo Item	Charge Name	Charge Model	Quantity	Unit Price	Amount Without Tax	UOM	Unapplied Amount
Credit memo item 1	Charge 1	Per Unit Pricing	1	$-230	$230	Each	$0
Credit memo item 2	Charge 2	Flat Fee Pricing	1	$-50	$50	/	$0

After the enhancement is introduced, a credit memo is generated during invoice write-off with both the Quantity and Unit Price fields duplicated from the corresponding invoice items of the original invoice.

The generated credit memo has the following details:

Credit Memo Item	Charge Name	Charge Name	Quantity	Unit Price	Amount Without Tax	UOM	Unapplied Amount
Credit memo item 1	Charge 1	Per Unit Pricing	10	$-33	$230	Each	$0
Credit memo item 2	Charge 2	Flat Fee	1	$-100	$50	/	$0