Open Charges

Overview

The Open Charges screen displays all open (prorated) charges on the account and the total charge amount. Unless explicitly cancelled, all listed prorated charges will be invoiced on the master plan instance anniversary date.

Prerequisites

• The Plan associated with the open charge must have a setting of Proration Invoice Timing = "Anniversary." When set to "Immediate," the account is charged and invoiced immediately, so no open charge is created.
• A user must be associated with a user role with permission to both view the Open Charges screen and cancel an open charge. This permission is found under Configuration > Security > Account Access > Statements & Invoices > Pages tab.

Open Charges Screen

Getting Here: Click Accounts > search for an account > Statements & Invoices > Open Charges tab

• : When this icon is visible in the left-most column, you can cancel the open charge.
• Proration No.: The Proration Number, appended with the Line Number (in this example, " - 1").
• Date: This displays the original posting date/time. If there is an updated posting date, that date will appear instead.
• Period: This displays the period date range.
• Plan Name: This displays the plan name.
• Description:
  • For a prorated open charge, the following appears: ‘Prorated charge for <Service name> due to <plan action: i.e., plan cancellation or plan update> on <update date format: depends on client date format setting>’.
  • For a regular open charge, the following appears: ‘<Service name>'.
• Charge Amount: This displays the open charge amount.

Cancel an Open Charge

Getting Here: Click Accounts > search for an account > Statements & Invoices > Open Charges tab

1. Click the  icon next to the open charge you want to delete.
   
2. Click OK to confirm you want to cancel the open charge.

You have successfully cancelled the open charge, and the customer will not be charged on their next billing anniversary.