Invoice Adjustment Types
Last updated
Last updated
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 below example, a 2% discount was created to be applied to the material rate on an invoice.
In the Billing menu, adjustments can be applied on the 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.
