Invoice Adjustment Types

Similar to Price Adjustments, Invoice Adjustment Types allow you to apply adjustments to an invoice on the Invoice/Payment Query. You will need to create the Adjustment type before it can be applied to an invoice.

In the Billing menu, adjustments can be applied on the Invoice/Payment Query by clicking the More button, and selecting the desired adjustment from the drop down menu. If you have common values that you need applied, you can create a few "default" options to adjust invoices. These can be payment fees, late fees, or other miscellaneous fees added or subtracted from the invoices.

In the below example, a 2% discount was created to be applied to the material rate on an invoice.