Why isn’t the promotional credits applying to my customer’s invoice? : Chargebee Help Center

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Why isn’t the promotional credits applying to my customer’s invoice?

Modified on: Tue, 9 Jun, 2020 at 11:40 AM

This article covers

Do promotional credits apply to one-time charges?

When do promotional credits apply to metered based billing?

Summary

Promotional Credits can be applied to all the upcoming invoices, both “recurring” and “one-time” charges.

However, there are two reasons when promotional credits do not apply to an invoice,

When you have configured usage-based billing (or) metered billing for your customers
In this case, the credits get applied only when the invoice gets closed.
When the customer charged currency differs from the currency of the promotional credits
For example, If an upcoming invoice that is in due for a customer is in HK dollars and the promotional credits are in USD.

Follow these steps to deploy the promotional credits:

Change the currency of the promotional credits to match the invoice currency
Void the existing invoice and create an invoice with the same currency as that of the promotional credits
Record payment (offline) against the existing due invoice and deduct the same from the promotional credits

Related articles and Documentation

What is the difference between deleting and voiding an invoice?

How can I add or deduct promotional credits for customers?

K

Kirthiga is the author of this solution article.

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