If you have set up Related Revenue Items for any of your Revenue Items, in addition to appearing in Online Bill Pay for your members, you will be able to modify your invoices as you apply payment in the database.
- On any invoice that is connected to a Related Revenue Item, click Apply Payment.
- Before entering any payments, you will be asked if you would like to modify the invoice, because there are Related Revenue Items assigned to the line items you have chosen to pay. Click Yes to modify the invoice. Or, if the member has chosen not to pay/opt in to any related items, just click Don't Modify This Invoice.
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Click Yes, Modify Invoice. The related line items will be displayed, with the default values filled in based on your settings to add them to the invoice, and the corresponding amounts. You can click in the Custom Amount field to change the amounts if necessary, or uncheck the "Opt In" checkbox to remove one of the related items completely.
The new/proposed invoice will be displayed at the bottom based on your selections, and the summary values at the top will update as well.
Once you've entered the appropriate modifications, click Save. The invoice will be updated, and you can continue to apply the payment to the modified invoice as usual.
* Note: the bulk payment method using "Generate Payments for Selected Invoices" in the action menu on the invoice selector screen is the exception. The bulk payment tool does not make related revenue item modifications as it is specifically designed for applying payments to multiple invoices at once.
You can now see the invoice with all line items separated out in the payment form, and the payment records applied to each item. If you modified the invoice to include "Add" related items that increased the amount of the invoice, but the payment you entered was NOT enough to cover those additional items, you will see them as still outstanding and can create a separate payment for those items (or adjust them).