Overview: Invoice adjustments affect current period revenue and the customer's account balance. You cannot adjust invoices that were paid in full during a prior period unless you first move the invoice from history to current. Search for ``Move Shipment from History to Unprocessed'' for more information.
Steps:
- From the Receipts/Credits/Voids/Adjustments screen, highlight the invoice you want to adjust and press the button with the "A" on it.
- The invoice adjustment fields are displayed.
- Complete the adjustment fields, as explained below.
- In the Reason, type a brief explanation for why you are adjustmenting. This is required.
- In the Amount field, enter the adjustment amount. If the adjustment lowers the balance due, type - (minus sign) to enter a negative number.
- In the Revenue Code field, change the revenue code if necessary.
- Click Save to save the adjustment.
The adjustment is recorded and the list of invoices is redisplayed.
Bob Hogan
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