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.

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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. Details regarding the adjusted invoice, including any notes, can be reviewed by double-clicking within the row of the account displayed.

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The requested amount to reduce the invoice by displays in red under the Amount column.

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• 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 that displays.