Skip to main content

Fix - Change of Plans not applying credits properly in Main-Sub Accounts

Feature Request

Currently, if you apply a Change of Plan in a Sub Account, the Splynx software creates the credit note and then creates the new invoice into the Main Account. When it does, for some reason, the credit note is not applied to the corresponding invoice and sits on the account as “refund due”. Unless you catch it at the time and you are able to delete it, there is no way to apply the credit to the related invoice.

If possible, could this be fixed?

Posted by Danielle - CRISP Wireless Pty Ltd ·
1 comment

Log in to comment and vote

Comments1

  • Vitalii Basenko (Splynx PM)

    Team•

    Feb 16

    Hello @Danielle - CRISP Wireless Pty Ltd ,

    Thank you for reaching out and sharing your feedback regarding the Change of Plan process in Sub-accounts.

    Our technical team has thoroughly investigated the scenario you described. Based on our findings, the system is currently functioning according to its intended billing logic.

    Here is a breakdown of how the process works: When a plan is changed to a lower-tier one, the system issues a Credit Note to cover the unused period of the initial invoice. If that invoice has already been paid, the system automatically applies the Credit Note to the newly generated invoice.

    If the Credit Note amount is larger than the new invoice, the remaining balance stays as “Refund due”. This happens because that portion of the credit hasn't been utilized yet, which is the standard behavior for maintaining financial accuracy.

    To help us better understand the issue, could you please provide more details on why the "Refund due" status is causing difficulties in your workflow? If you have a specific example where the credit should have been applied differently, please share the details so we can look into it further.

    Best regards,
    @Vitalii Basenko (Splynx PM)