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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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. |
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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 to a customer’s invoice. Double click . Details regarding the adjusted invoice, including any notes, can be reviewed by double-clicking within the row of the account displayed. The requested amount to view the Invoice Adjustment editor. Details regarding the adjusted invoice including any notes will display here.
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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.