Adjust Invoice Amount

• Wrong amount on posted invoice.

• Need to adjust the amount of an invoice. 

• General Billing

• Adjust Invoices (gbinvmnt)

The invoice amount was entered in error or needs to be adjusted on an invoice. 

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. Adjust Invoices will then show the Invoice Header, click the Detail button in the toolbar.

5. In the Invoice Detail screen, click Update.

6. 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. Click Back until you return to the batch header screen.

9. 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