Create Invoice Distribution Adjustments

After you post an invoice, you may need to create an adjustment to offset the invoice amount or distributions. An adjustment reverses an incorrect post and creates a new post with updated distributions.

Tip: You can create adjustments for any posted invoice. For unpaid invoices, you can update both invoice amounts and distributions. For paid, you can only update the distributions.

1. From the menu of a posted invoice, select Edit.

2. Under Distributions, update the amount and distribution details as needed.

3. Select Save.

4. When prompted, enter a date and any notes to identify the reason for the adjustment (such as late fees).

5. Select Save.

   The new adjustment displays under Adjustments on the invoice record.