Adjustment History and Pending Approval

Select the Edit option to edit the adjustment amount before marking it approved. Follow the steps outlined below to edit an adjustment amount. 

1. Select Edit to display the Invoice Adjustment screen.
2. Click within the Adjustment Amount field to enter a new credit amount. Credit amounts must be entered as a negative value.
3. Select Post when finished.

Select the green check mark icon to approve the adjustment request. After an invoice adjustment has been approved, the following will occur:

1. The invoice adjustment is removed from the Pending tab's screen. 
   
2. The adjustment is recorded and displayed on the History tab's screen. 
3. The invoiced amount is reduced by the approved amount and displayed on the invoice dependent on the invoice format used.

Select the red 'X' icon to  reject the adjusted invoice amount. After an invoice adjustment has been rejected, the following occurs:

1. The invoice will no longer display on the Pending tab's screen.
2. The invoice will bill using the original invoiced amount.
3. The user who rejected the adjustment will be recorded on the History tab under the Approved By / Rejected By column.
4. In the account's AR History, the rejected amount will display under the "Rejected Adjustments" column of the "View Details / Adjust Invoice" screen.