View Details / Adjust Invoice

Pathway: Customer > Search > Accounts


The View Details / Adjust Invoice feature allows you to review all charges on an invoice and either reduce the amount owed or apply a full credit to the invoice. 


Permissions

The following permissions are required to apply a credit to an invoice:

Setup Screens

Pathway: Setup > System > Role; Reason Code

Set limits on the invoice adjustment amounts users can process and categorize adjustments by reason code by reviewing the settings in the Role Setup and Reason Code Setup screens.

Adjust an Invoice

Follow the process outlined here to adjust an invoice for an account. 


Require Two Approvals (Optional Setup)

An optional setting at the Division level allows for requiring two approvals for invoice adjustments exceeding a specified amount. If a second approval is necessary, a message alerts the user upon selecting 'Post.'  Secondary approvals are processed in the Adjustment History and Pending Approval screen.

Adjustment History and Pending Approval

Pathway: Accounting > Invoice Adjustment - Pending Approval and History

Review this screen on a regular basis to approve or deny customer invoice adjustments. Details regarding the adjusted invoice, including any notes, can be reviewed by double-clicking within the row of the account displayed. The requested amount to reduce the invoice by displays in red under the Amount column. See the Related Articles section below for additional information and requirements.


Related Articles

Adjustment History and Pending Approval 

Setup - Credit Request Processing