86 lines
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86 lines
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HTML
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Crediting Invoices</title>
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<h1><a name="XREF_19585_Paying_the_Invoice"></a><a name="XREF_34588_Adjusting_Invoices"></a><a name="XREF_37192_Crediting_the"></a>Crediting Invoices</h1>
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<p><a name="kanchor2423"></a><a name="IX_crediting_2"></a><a name="kanchor2424"></a><a name="IX_invoices_2"></a>After an invoice has been paid or prepaid, it may need to be credited fully or partially because your library has received a refund or credit. You can credit an entire invoice, multiple lines within an invoice, a single line item, or segments within a line item. To post a credit to a fund record that is unlinked to any purchase order line item, you can credit a miscellaneous invoice that has not been paid.</p>
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<p>When you credit an entire invoice, the status of the invoice changes from paid to credited, the transaction appears in the Payment History view of the Invoice workform, and an unexpend transaction appears in the funds linked to each line item segment and the funds linked to any invoice header charges.</p>
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<p>You can credit individual line items while leaving the rest of the invoice paid or partially paid. Or, you can credit segments of a line item, leaving the other segments paid. When crediting a single segment of a line, you can credit less than the number ordered and received. This causes a split in the invoice line item segment. One segment remains paid or prepaid, while the other segment is credited.</p>
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<p>See also:</p>
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<ul type="disc">
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<li><a href="Credit_an_entire_invoice.htm#XREF_82621_Credit_an_entire">Credit an entire invoice</a>
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</li>
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<li><a href="Credit_multiple_lines_on_an_invoice.htm#XREF_77123_Credit_multiple">Credit multiple lines on an invoice</a>
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</li>
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<li><a href="Credit_a_single_line_item.htm#XREF_32897_Credit_a_single">Credit a single line item</a>
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<li><a href="Credit_an_invoice_line_item_segment.htm#XREF_12174_Credit_a_single">Credit an invoice line item segment</a>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
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