Acumin Documentation
Acumin Documentation
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Reduction to be granted to one participant only - Credit note to be applied to the one participant

QUESTION: There is a request that has been sent to the billing team regarding an invoice and I would like some advice on the best way to approach this. 

 There is a 3-way invoice sharing that has been set up on this matter.

The partner would like the invoice cancelled and a $1,500 discount to be applied on the portion of only one of the payers.

  1. We have already received partial payment in September from two other payers.

  2. The September bank reconciliation is complete.

Can you please advise?


RESPONSE: We understand the invoice is a shared invoice with 3 participants. 2 of them have already made partial payments. The lawyer asked to give a reduction of $1,500.00 to only participant.

We suggest that you issue a Credit Note and apply it to the discounted participant only. This will avoid a complex process involving cancellation of invoice that it shares, cancellation of all partial payments already received, etc.