To make an adjustment to an invoice, follow the simple steps listed below. The same steps apply when adding a discount after the invoice is raised.
Discounts added after an invoice has been raised will need to be added manually.
Important!
Do not use the Adjust total option if the payment has already been recorded as this will lead to an Account Credit and duplicate the amount in the Banking Report.
If the payment has been recorded, use the Refund Payment option and tick the Adjust Balance so that the total of the item is adjusted. An account credit can still be added.
See Processing a Refund for more details.
1. Select the Item that requires amending.
2. Click Adjust Total.
3. Key in the New total amount.
4. Enter an Adjustment description (will be displayed on the invoice).
5. Enter a Reason for the adjustment (optional, will not be shown on the invoice).
6. Click Save.
7. Verify that the adjusted total is correct. The amount of the adjustment will also be shown in the transaction. These amounts will be displayed in orange.
8. To view Payments and Adjustments made to an Invoice, scroll down to Invoice History.
Important!
If a payment has already been made, use the refund option.
This is because any Adjustments that have been made to Invoices after a Payment can result in a negative balance in the Client's Accounts Credit (indicating that more credit transactions have been applied than what was available).