How to manage invoices with transaction fees where customer changes payment mode.

[Unalideation]

We have been making our invoices and using the Taxes and Charges section to include the transaction fees related to the payment mode the customer intends to use. We allow customers to pay in up to 3 installments currently, but the situation has arose where a customer paid their first installment using one payment method with one fee structure, and is now wanting to pay future installments using a different payment method with a different fee structure.

We’ve already created the invoice including the fees for the payment mode they initially picked so the fees are baked into that invoice. Their expectation is that by changing payment modes they won’t need to pay as much, and I agree- but with the invoice already submitted, how do I make this modification? How do I indicate on the invoice what the customer owes if the amount on the invoice depends on how they plan on paying for the invoice. It’s a circular dependency that I can’t seem to reconcile. Any help here would be very much appreciated.

[Yamen_Zakhour]

Some options that you have

1. Cancel the initial payment entry then cancel the invoice and recreate them again by amending the sales invoice

2. If you know what you are doing and understand the consequences, enable developer mode and change the data through SQL (From System Console)

3. Continue with the current invoice and issue a refund to your client with the difference (Return Invoice or something like that)

It all depends on your scenario, what documentation has been provided to your client, signed agreements and contracts, and how does your local tax authorities regulate these cases.