Create an adjustment invoiceLast updated on 03/22/2022
Create an adjustment invoice
If you have already exported the original invoice, you will need to create an adjustment invoice if any changes are necessary. If you have not yet exported the original invoice, you have the option to unpost the invoice batch and make changes on the original invoice. To create an adjustment invoice, complete the following:
Navigate to the original invoice (Search > Invoice), where the adjustment needs to occur.
Click Add an adjustment invoice. An adjustment invoice will be created.
You can choose to Add a task or Add a payment.
If desired, use the Memo field to indicate why this adjustment invoice was created.
When you are done entering your tasks and payments, click Save.
Once the adjustment invoice is completed, accounting can add it to a batch and proceed with steps to export it.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.