Fall '24 Invoice Adjustment (AS)

Overview

Invoice Adjustment

Click the Adjust button on a Payable to simultaneously add adjustments to the Customer and Vendor Invoices. This functionality allows for handling a detention charge, for example.

Adjust the Billing and/or Payable records as necessary.

A Billing must be unposted before adjusting the record.

1. Edit Products and/or Totals for the Billing.

2. Edit Products and/or Totals for the Payable.

3. Add an additional Billing line.

4. Add an additional Payable line.

5. Click Save to keep changes or Cancel to remove any changes.

6. Select Return to Previous Page to return to the Payable record page.

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