Adjust the billing amount on an exported membership billing invoice

Problem

The issue happens when a membership billing invoice is exported with an incorrect task amount. For example, a billing invoice is exported for $178.00, but it should have been $277.00. Once an invoice is exported, it cannot be directly edited.

Solution

1. Go to the billing invoice that needs adjustment.

2. Since the invoice is exported and cannot be edited directly, you need to create an adjustment invoice. Click on the Add an Adjustment Invoice option.

3. Add a task to the adjustment invoice. This task can be any task, but it should not be the same as the membership sale/billing/renewal task that is already added. This prevents creating another membership for the customer.

4. Set the Unit Price for the task. Calculate the difference between the desired amount and the actual charged amount. For example, if the invoice was for $178.00 and it should have been $277.00, set the Unit Price to $99.00.

5. Make sure to mark the task as non-taxable.

6. Save the task to the adjustment invoice.

7. Go back to the original invoice. You will see that its balance is now adjusted.

Note: The task added to the adjustment invoice should not be a membership task. This prevents selling another membership to the customer.