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Managing Invoice Modifications on Past Installments
Managing Invoice Modifications on Past Installments
Bunny Salinas avatar
Written by Bunny Salinas
Updated over 3 months ago

We are excited to introduce a new system enhancement designed to streamline the process of addressing issues with modified invoices: the Manual Repair Button.

In this article, we will outline the steps to resolve issues with a Modified Invoice that failed on the Customer's membership.

Overview

While reviewing your customers' memberships, you may come across an error message stating, "This subscription requires your attention, please contact support if needed," accompanied by a warning icon. This indicates that there is an issue with the membership's Installments. To begin investigating, click on the Invoices tab and examine the membership's installments.

After Clicking the Invoices tab, the system will display an "Action Required" message along with a Manual Repair button. This message indicates that an error occurred during an invoice action, typically related to a modification made to an invoice.


In certain scenarios, particularly when a customer has both a Current and Weekly subscription, an issue may arise where an invoice modification fails. If a modification on the customer’s subscription from the past week does not go through successfully, the system will display a warning icon. This visual alert helps you quickly identify that a modification was attempted but did not succeed on that specific invoice or installment.

Note: If you want to verify the details of the Invoice modification, you can refer to your Modified Invoice Report.

Here is an Example:

In the image provided below, the original subscription price was set at $2.25. On the invoice dated August 6, 2024, this amount was modified to $2.21. However, due to a failure in processing this modification, the system displayed a warning icon on the Modified Invoice. This warning indicates that the attempted modification on that date did not succeed. Consequently, the system is unable to display the correct subscription price, which may lead to inaccuracies in subsequent invoices as well.



How to Fix the Issue


To fix this, click the Manual Repair Button. This should remove the "Action Required" message and will show you the real value of the installments and the subscription. It will also enable you to modify the subscription's date and the amount of the Subscription.



​​Steps:

  1. Click the Manual Repair Button: This will clear the failed action from the previous invoice modification, allowing you to modify both the date and the subscription amount.

  2. Modify the Subscription Amount: To restore the subscription to its original price, click on the Modify Amount tab and enter the correct price of the membership.


By following these steps, you can clear the data of the failed installment modification and ensure that future installments reflect the correct value, restoring the subscription to its intended state.

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