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

3. 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

5. Click Next
   • Do not add any purchase orders to the bottom pane
6. 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

Under the Actual Billing column:

4. Distribute the rejected amount across previously billed line items as a negative value

5. 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.