Wiki source code of Adjust Invoice
Version 1.1 by Isaac Mejia on 2025/12/15 16:33
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | = Adjust Invoice = | ||
| 4 | |||
| 5 | {{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/adjust-invoice_1487503361>>https://membersolutions-9221154.hs-sites.com/kb/adjust-invoice_1487503361]]{{/info}} | ||
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| 7 | * [[Invoices/Payments>>1616674929.html]] | ||
| 8 | |||
| 9 | Adjust Invoice | ||
| 10 | |||
| 11 | Created by | ||
| 12 | Amith, last modified by | ||
| 13 | Cathy Beckstead on Apr 30, 2021 | ||
| 14 | |||
| 15 | [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. | ||
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| 17 | To adjust the amount due on an invoice, follow these steps: | ||
| 18 | |||
| 19 | Open the invoice you would like to adjust. (Only Contract invoices can be adjusted this way.) | ||
| 20 | |||
| 21 | * Click on the Adjustments button towards the bottom of the invoice. | ||
| 22 | |||
| 23 | * Enter the desired amount due in the Amount Due field. (This is a post-tax amount.) | ||
| 24 | |||
| 25 | * 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. | ||
| 26 | |||
| 27 | * Once you have set the correct amount, click save. | ||
| 28 | |||
| 29 | image:kb-1487503361-1487470634-1.png | ||
| 30 | //**It should be noted that you cannot make adjustments to the first invoice of any contract. **// | ||
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| 32 | {{include reference="KBSupportCTA.WebHome"/}} |