Invoice Adjustments

See also: Invoices, Case Billing, Detail Level Adjustment, Line Item Level Adjustment

With Invoice Adjustments, you can add manual charges to the invoice and apply discounts and surcharges for the entire invoice or for specific items. Therefore, the adjustments can be made at Detail level or Line Item level or Header level.

To know more about Adjustments, click here.

Steps:

1. In the Header Adjustments tab, on the ribbon bar, in the Invoice Adjustment group, click Add Adjustment. Edit Adjustment dialog box appears.

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

3. Discount - Fixed Amount

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

4. Surcharge - Percentage

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

5. Surcharge - Fixed Amount

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

6. 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.

7. Enter Date and Comments.

8. Click Save and Close.

Definitions

Header Net Amount