By default, clients cannot waive system fees for unbilled invoices (future invoices). In certain scenarios, it would be beneficial for clients to have the option to waive these fees.
Solution
Advanced setting allow-waive-system-fees-unbilled allows clients to waive system fees on unbilled invoices. When enabled, this setting will permit waiving fees on invoices that have not yet been billed.
Setting Overview
- Setting Name: allow-waive-system-fees-unbilled
- Default State: Disabled
Behavior When Enabled
When the allow-waive-system-fees-unbilled setting is enabled, clients can waive system fees for unbilled invoices. This includes invoices that have been generated but not yet processed for billing. The system will allow the client to apply a waive to these invoices, reducing the system fees even if the invoice is not yet billed. The trailing balance will be adjusted accordingly, reflecting the waived fee amount.
- Waiving on Unbilled Invoices: Clients will be able to see the "Waive System Fees" option on unbilled invoices. When this option is selected, the system will create a waive and adjust the invoice balance.
- Trailing Balance Adjustment: After the waive is applied, the invoice balance will show the amount minus the waived fee. If the waive is deleted, the balance will update to reflect the removal of the waived fee.
Behavior When Disabled
When the allow-waive-system-fees-unbilled setting is disabled, clients will not be able to waive system fees on unbilled invoices. The existing behavior is maintained, meaning system fees can only be waived for billed invoices. If clients attempt to waive fees on an unbilled invoice, they will receive a message stating that waivers can only be applied to billed invoices.
- Waiving on Unbilled Invoices Not Allowed: The option to waive system fees will not appear on unbilled invoices.
- No Impact on Billed Invoices: This setting only affects unbilled invoices. Clients can still waive system fees on billed invoices as they could before.