- Navigate to General Revenues > General Billing > Invoice Processing > Adjust Invoices
- Click Add to create a new Adjustment Batch. Click Accept.
- Click Search and use fields to identify the Invoice in question.
- Adjust Invoices will then show the Invoice Header, click the Detail button in the toolbar.
- In the Invoice Detail screen, click Update.
- Choose an Adjustment Reason.
- 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.
- 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.
- Click Back until you return to the batch header screen.
- Click Post to post the adjustment batch to the general ledger.
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