Invoice 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 an adjustment for any posted invoice. For unpaid invoices, you can update the invoice amount and distributions. For paid, you can only update the distributions.
Create a distribution adjustment
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From the menu of a posted invoice, select Edit.
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Under Distributions, update the amount and distribution details as needed.
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Select Save.
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When prompted, enter a date and any notes to identify the reason for the adjustment (such as late fees).
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Select Save. The new adjustment displays under Adjustments on the invoice record.