Detail Adjustments

See also: Invoices, Case Billing , Invoice Adjustments, Line Item Level Adjustment

Adjustments made at Detail level will update information at both the Line Item and Header Levels.

1. In the Line Items tab, right click on the Detail to which you want to apply adjustments.

2. On the right click menu, click Add Adjustment. Edit Adjustment dialog box appears.

3. In the dialog box, enter the Discount - Percentage

4. Discount - Fixed Amount

   Adjusts the Net Amount by reducing the Net Total by a specific fixed value.

5. Surcharge - Percentage

   Adjusts the Net Amount by increasing the Net Total on a percentage basis.

6. Surcharge - Fixed Amount

   Adjusts the Net Amount by increasing the Net Total by a specific fixed value.

type of adjustment.
•  

7. Enter the Adjustment value in terms of percentage or fixed value to adjust the Net Total accordingly. Observe that the Net Adjustment and Net Total values change accordingly.

8. Enter Date and Comments.

9. Click Save and Close.

Definitions

Detail Net Amount