Line Item Adjustments

See also: General, Billing Address, Invoice Header, Minimum Billing Settings, Invoice Adjustments, Detail Level Adjustment

Adjustments made at Line Item level will update information at the Header Level and the values at Detail level remain unchanged.

Steps:

1. In the Line Items tab, right click on the Detail for 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.

8. Enter Date and Comments.

9. Click Save and Close.

Definitions

Line Net Amount

Common Tasks

Invoice Adjustment

Related Topics

Invoices

Case Billing