Application for Payment Approved for a Different Amount

Issue: Your application for payment was approved for a different amount than on your application.

Environment: Comsense Enterprise

Resolution: If your application for payment is approved for a different amount, you must create a new invoice to adjust your billing amount and create a new application for payment that matches the approved amount. This allows receivables to properly apply the customer payment.

*Note: Before proceeding, review the invoices on the application for payment and determine which purchase orders require billing adjustments.

In this article: 

Deleting Your Application for Payment

In the Application And Certification For Payment window:

  1. Open your application for payment
  2. Update the status field to Deleted
Click image to enlarge
Application And Certification for Payment window; shows updated Deleted status.
  1. Click Save

You are now ready to adjust your billing.

Creating a New Progress Billing Invoice

In the Invoicing window:

  1. Click New
  2. Enter your Project code in the Sales Order/Project field
  3. Press Tab
  4. Check the Progress Billing Only checkbox
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Invoicing Wizard; shows selected project number and checked Progress Billing Only Checkbox.
  1. Click Next
    • Do not add any purchase orders to the bottom pane
  2. Click Finish

You now have a new progress billing invoice.

Updating Your Progress Billing Invoice

 In the Invoicing window:

  1. Click the Project Billing tab
  2. Expand the project and change orders line items that apply
  3. Find the billed line items that require updating
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Invoice window; shows billed line items that require updates.

Under the Actual Billing column:

  1. Distribute the rejected amount across previously billed line items as a negative value
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Invoice window; shows updated billing on previously billed line items.
  1. Click Save

You can now Create a New Application for Payment and Complete Your Application for Payment.

Charging for the Remaining Invoice Amount

Include the remainder of the rejected amount on a future application for payment.

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