Invoices & e-invoicing compliance — found from sitemap — Maxio

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Facts read from this source

• Credit notes Report an error

  “Credit notes let you apply reductions to previously issued Invoices, whether for refunds, adjustments, or corrections.”

• Credit note generators Report an error

  “Plan change prorations (that is, migrations), where the Customer receives credit for the unused portion of the plan period they've already paid for.”

• Credit note generators allocation Report an error

  “Prorated product allocation changes where the price is reduced, and the Customer receives credit for the price reduction.”

• Credit note generators voids Report an error

  “Partial voids on Invoices.”

• Credit note generators refunds Report an error

  “Refunds for Invoices where you no longer expect payment.”

• Credit note generators service credits Report an error

  “General service credits (credit or service you owe the Customer) are converted to a Credit Note when they're drawn on to pay an Invoice.”

• Maxio core credit memo Report an error

  “If your site is connected to Maxio Core, applying a credit memo to an Invoice in Maxio Core creates a matching Credit Note in Advanced Billing.”

• Origin invoices API Report an error

  “Credit Notes' origin Invoices are available in the API under the origin_invoices key.”

• Line item uid format Report an error

  “For example, origin line item li_12345 corresponds to credit note line item cnli_12345_1.”

• Origin invoice line items Report an error

  “any line item being credited also appears on the Credit Note.”

• Single sequence numbering Report an error

  “Invoice and Credit Note numbers share one sequence, so numbers like Invoice #1 and Credit Note #2 in this example come from the same running count.”

• Multiple origin invoices Report an error

  “Credit Notes can sometimes reference more than one origin Invoice.”

• Discount tax carryover Report an error

  “Credit Notes capture the return of discounts and taxes as well.”

• Credit note applications API Report an error

  “Credit Notes' applications are available in the API under the applications key. Conversely, Invoices indicate the Credit Notes applied to them under the credits key.”

• Default application behavior Report an error

  “once the Credit Note is created, it can be applied to the next Invoice to reduce the amount owed by the Customer. Since Advanced Billing is a recurring billing system, this is the default behavior.”

• Open invoice crediting Report an error

  “When considering an origin Invoice, we do not differentiate between open and paid Invoices.”

• Downgrade no credit scheme Report an error

  “Or, in the case of a Product allocation downgrade, explicitly set the downgrade scheme to "Do Not Credit." (See Configure Proration Schemes for Products.)”

• Service credit conversion Report an error

  “When a service credit is given, the amount sits as a Service Credit balance on the Subscription, waiting to be converted to a Credit Note when it's drawn on to pay an Invoice.”

• Void before credit Report an error

  “If the open Invoice is not expected to be collected on, void it before the Credit Note generation occurs.”

Scores citing this record

• The Billing Engineer Plans, pricing models & subscription lifecycle
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• The Tax Adviser Plans, pricing models & subscription lifecycle
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