The invoice will display any new delta pre-invoice items, highlighting the differences between the previous billed amounts and the new amounts. Each delta item will show the type of change, such as a correction or adjustment. You will also see the original invoice number that was adjusted, ensuring you have a clear record of what was changed. Additionally, the reason for the adjustment will be noted. On the invoice PDF, there will be a statement below each delta item explaining the adjustment and listing the reasons.
The Delta Invoicing allows for detailed invoice creation, providing clear information on delta amounts and adjustments. This process ensures accurate billing and financial records.
With the delta invoices, we introduced two new invoice item types:
Delta Invoice Item :
Each delta invoice PDF will display an additional detailed line. This line contains:
A message: "Adjustment to invoice XX (Referenced Invoice Number), reasons for the change"
The outstanding amount and delta amount
Whereas non Delta Items will not have the additional lines.
Technical Reversal :
The Technical reversal items are be shown in PDFs. Technical reversals are used to correct previous errors without displaying the erroneous transactions. This means that adjustments, corrections, and other technical reversals are made in the background to maintain clean and accurate invoice records
When at least one delta item is present, an extra column labeled "Outstanding Amount" will be added while retaining the "Total Amount" column, and discounts will not be shown in the delta amounts.
Important Note: Delta discount and surcharges amounts will not be shown/calculated on the pdf.
