Were the wrong items or amounts billed for an order? Do you need to adjust invoicing for special scenarios? In 20.3 you can do this right in the Staff Site by following the steps below. Note, this is for orders or itemized dues products only. Event invoices must be adjusted by changing the event registration.
1. Go to Finance > Invoices and search for the Invoice using the search parameters.
2. Click the Invoice Number to Open the Invoice.
3. Click the “Adjust Invoice” button and then from the Adjustment Type drop down select “Adjust Line Items”.
- If this is an Accrual Renewal, enter a date for the Adjustment.
- Click “Continue”
4. You will then have the options to do one of the following:
- Remove an item from the invoice by unchecking the checkbox for that line item.
- Adjust the amount in a line item.
5. Both options will create a credit transaction line on the invoice and will appear as a negative adjustment to the overall invoice, but will not reflect as charges for that invoice line. (Note: once an item is removed or its balance is changed to zero, the item will not be available for future adjustments.
6. Click “Submit” once adjustments are made.
Need Assistance Adjusting an Invoice? Click Here and a Support Analyst will get back with you shortly.
not secure