Adjust Invoice

Version 1.1 by Isaac Mejia on 2025/12/15 16:33
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Adjust Invoice

Information

KB: MSI Knowledgebase • Category: Payment Management • Source: https://membersolutions-9221154.hs-sites.com/kb/adjust-invoice_1487503361

  Adjust Invoice

     Created by
     Amith, last modified by
     Cathy Beckstead on Apr 30, 2021

[data-colorid=bc7zzlajdr]{color:#ff5630} html[data-color-mode=dark] [data-colorid=bc7zzlajdr]{color:#cf2600}This feature will allow you to adjust the balance due on contract invoices.

To adjust the amount due on an invoice, follow these steps:

Open the invoice you would like to adjust. (Only Contract invoices can be adjusted this way.)

  • Click on the Adjustments button towards the bottom of the invoice.
  • Enter the desired amount due in the Amount Due field. (This is a post-tax amount.)
  • You can enter a note in the Notes section that will be saved along with a record of the change in the sales receipt section of the invoice.
  • Once you have set the correct amount, click save.

kb-1487503361-1487470634-1.png
It should be noted that you cannot make adjustments to the first invoice of any contract. 

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