Correcting a negative balance on an invoice due to a deleted adjustment invoice from an automated refund workflow

Problem

An adjustment invoice created by an automated refund workflow was deleted by accident. This caused a negative balance on the invoice.

Solution

1. First, clear out the refund adjustment invoice balance.        

   1. Go to the refund adjustment invoice.

   2. Delete any negative tasks and negative payments on it.

2. Next, batch the cleared out refund adjustment invoice. This prepares it for further adjustments.

3. Create a new adjustment invoice. This is where you will reflect the refund correctly.

4. On the new adjustment invoice, add a negative payment for the refund amount.

5. Choose the type as a refund. For example, if the refund was $805, add "-$805" as a refund.

6. Add a negative task to the adjustment invoice. This should match the refund amount. This shows the work was not done, and the refund is valid.

7. Do not delete or change anything on the original invoice while doing these steps.

By following these steps, you correct the negative balance caused by the deleted adjustment invoice. This ensures your accounting reflects the refund accurately.