View Details / Adjust Invoice
- Aliena Somers
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 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.
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. If the adjustment requires higher level approval, additional notes that may assist in the approval process. **Notes may be seen by the customer.
If the entire amount on the invoice should be credited, select Credit Entire Invoice.
Click within the Adjusted Amount column of the row the adjustment applies. Enter a negative value in the field.
Example: If you are reducing the amount by $100 enter it as -100. Click away when finished.
Select Post.
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. The requested amount to reduce the invoice by displays in red under the Amount column.
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.