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.
Adjustments can only reduce the invoice amount for a customer.
Only authorized users may reduce or credit an invoice. Permissions assigned to a user’s account control the amount a user is authorized to reduce an invoice by. If a user does not
Right-click on Invoice for the invoice you would like to review.
Select View Details / Adjust Invoice. The Invoice Adjustment popup window will display.
Select a Reason Code for the adjustment.
Select the posting Period of the adjustment.
Enter a Note regarding the change. Notes may be seen by the customer.
If the entire amount on the invoice should be credited, select Credit Entire Invoice.
Select Post.