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• MunisGeneral Billing
• Adjust Invoices (gbinvmnt)

Invoice The invoice amount was entered in error or need needs to adjust be adjusted on an invoice to reflect customer credit. 

1. Navigate to General Revenues > General Billing > Invoice Processing > Adjust Invoices
2. Click Add to create a new Adjustment Batch. Click Accept.
3. Click Search and use fields to identify the Invoice in question.
4. Munis Adjust Invoices will then show the Invoice Header, click the Detail button in the toolbar.
5. In the Invoice Detail screen, click Update.
6. Enter Choose an Adjustment Reason.
7. Make any necessary adjustments to the invoice. To change the amount, update the value in the Price field and click Accept. Note: Make sure that the Amount on the revenue account line has also been updated.
8. Take a moment to note that each invoice detail line needs to be adjusted individually, one at a time. Use the left/right arrow keys in the bottom left of the screen to navigate between invoice detail lines. Follow steps 5-7 for each additional detail line that needs to be adjusted.
9. Click Back until you return to the batch header screen.
10. Click Post to post the adjustment batch to the general ledger.

Additional resources for working in Adjust Invoices can be found here: Master Article - Adjust Invoices