How To Adjust Customer Invoices

  • Updated

Follow these steps if you decide not to reverse an invoice but rather to adjust the G/L accounts. As noted previously, this is not a best practice.

  1. Click on Manage Cust Invoices

    In the main navigation menu, select the Invoicing module and click on "Manage Customer Invoices".

  2. Click on Adjust

    In the "Action" column, select the Manage button and click on "Adjust".

  3. Adjustment Window

    Select the book period and the accounts to debit and credit. Then, click submit.

⚠️ Alert!

This method prevents your from tracking changes on an invoice and only will affect the G/L accounts specified in the adjustment window. Once the adjustment is saved, to undo the adjustment either create the reverse entry or reverse the invoice. That said, an adjustment will not create a subsequent invoice number, such as -02 or -03.

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