Case 2: Write off partially paid invoices

This reference topic explains the process of writing off partially paid invoices, including the application of partial payments and the generation of credit memos.

You want to write off an invoice that is partially paid. The invoice originally with the total amount of $430 contains two invoice items, and each item has a positive amount. Later, you apply a payment with the total amount of $150 to the invoice.

The original invoice has the following details:


Invoice Item	Charge Name	Charge Model	Quantity	Unit Price	Charge Amount	UOM	Balance
Invoice item 1	Charge 1	Per Unit Pricing	10	$33	$330.00	Each	$330.00
Invoice item 2	Charge 2	Flat Fee Pricing	1	$100	$100.00	$100.00

After the payment is applied to the invoice, including $100 applied to invoice item 1 and $50 to invoice item 2, the invoice details are as follows:


Invoice Item	Charge Name	Charge Model	Quantity	Unit Price	Charge Amount	UOM	Balance	Payment Amount
Invoice item 1	Charge 1	Per Unit Pricing	10	33	$330	Each	$230	$100
Invoice item 2	Charge 2	Flat Fee Pricing	1	100	$100	/	$50	$50

In this use case, before the enhancement is made, a credit memo is generated during invoice write-off with the following quantity and unit price information:

The value of the Quantity field of the credit memo items is 1 in the generated credit memo.
The value of the Unit Price field is calculated based on the formula: Unit Price = Amount Without Tax / Quantity.

The generated credit memo has the following details:


Credit Memo Item	Charge Name	Charge Model	Quantity	Unit Price	Amount Without Tax	UOM	Unapplied Amount
Credit memo item 1	Charge 1	Per Unit Pricing	1	$-230	$230	Each	$0
Credit memo item 2	Charge 2	Flat Fee Pricing	1	$-50	$50	/	$0

After the enhancement is introduced, a credit memo is generated during invoice write-off with both the Quantity and Unit Price fields duplicated from the corresponding invoice items of the original invoice.

The generated credit memo has the following details:


Credit Memo Item	Charge Name	Charge Name	Quantity	Unit Price	Amount Without Tax	UOM	Unapplied Amount
Credit memo item 1	Charge 1	Per Unit Pricing	10	$-33	$230	Each	$0
Credit memo item 2	Charge 2	Flat Fee	1	$-100	$50	/	$0

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Case 2: Write off partially paid invoices

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