Pathway: Customer > Search > Accounts
The View Details / Adjust Invoice tool provides a way to review all charges on an invoice and reduce the amount owed or credit an invoice entirely.
...
| Info |
|---|
Only authorized users may reduce or fully credit an invoice. Permissions assigned to a user’s account control the amount a user is authorized to reduce an invoice by. Adjustments that exceed the user’s authorization threshold will be placed in a Pending Approval status in Accounting > Adjustment History and Pending Approval. |
...
Adjustment History and Pending Approval
Pathway: Accounting > Adjustment History and Pending Approval
Review this screen on a regular basis to accept or deny customer invoice amount reductions to a customer’s invoice. Double click within the row of the account to view the Invoice Adjustment editor. Details regarding the adjusted invoice, including any notes will display here.
...
, can be reviewed by double-clicking within the row of the account displayed.
...
Select the green check mark to approve the adjustment.
Select the red X to deny the adjusted amount. Enter a Rejection Note in the Rejection popup window displays.