Invoice Reversal

In AgentView The graphical user interface of the CMP that is typically used by Customer Service Agents to access CMP customer and billing data. In versions prior to CMP 8.0, this was called the CMP GUI., you can reverse a full or partial invoice or invoice line, if:

• The invoice or invoice line has not previously been reversed.

• The invoice amount or invoice line amount is not equal to zero.

When you reverse an invoice or invoice line:

• An invoice or invoice line with a positive value results in a credit back to the customer In the context of the Cloud Monetisation Platform, an individual or organisation who has signed an agreement to take goods and services from a service provider. A customer receives a bill associated with one or more subscriptions, and can be a single end user or a large company with many subscriptions assigned to one agreement..

• An invoice or invoice line with a negative value results in a charge back to a customer.

Full and partial invoice reversal takes place in the Account In the Cloud Monetisation Platform, a billing entity that can be used to manage payments on one or more subscriptions or payments for services. An account can hold details such as payments or invoices. Summary screen in the Financials > Transactions lower panel, where the right-click options allow you to Reverse Full Invoice or Reverse Part Invoice.

See the AgentView Online Help for step-by-step instructions.

When selected, the reversal option generates the invoice reversal workflow event at account level. The workflow event contains Workflow Event Sales Ledger Adjustment records for every invoice detail line and adjusts the amounts accordingly - if the original value was positive, the adjustment is negative and vice versa.