If an individual residential invoice is raised in A4W and the option is selected to not generate the invoice, then a provisional invoice is created for the client. The charges on this provisional invoice are then incorrectly added to the client's residential direct debit amount to be collected.
Please ensure any provisional invoices are deleted before the direct debits process is run on A4W.
To delete a provisional invoice, select the Invoicing - Residential - Reprint a Residential Billing Invoice menu in A4W. Select the provisional invoice and then select the Delete button.
Once the provisional invoice is deleted, the client's residential direct debit amount to be collected should be reconsidered without the provisional invoice charges being included.
Abacus: Direct Debit amount includes charges from provisional residential invoice
Direct Debit collecting balance o/s on client's account and provisional invoice.
Written by Asa MacLean