Staff users can correct a renewal invoice for both cash and accrual billing types by reversing the invoice and billing the member again in a one-off billing. Correct a renewal billing for a member if one of the following is true:
- The pricing originally used for the renewal bill run was incorrect
- The original dues billing did not include a line item
Important! If you haven't posted the batch for the accrual billing run, delete the batch and make the appropriate changes.
If the billing batch has already been posted, follow these steps:
- Reverse or Write off the accrual invoice completely.
- If you wrote off the invoice, you must reset the member's Renewed through date on the Membership details panel on the member's account page. If you reversed the invoice, the Renewed through date was automatically cleared.
- Reset the member's Paid through date only if the date was advanced for the new billing period.
- Run a one-off accrual billing for the member. See Generating a renewal from the member profile page for more information.
Note: Reversing the invoice from the account page will create a credit memo reversing entry against the revenue account. Writing off the invoice will affect the Write-Off/Offset GL account, not the revenue account.
