Note: Invoices with Split Commissions cannot be adjusted directly. Issue a credit or debit memo from the Sales Order module. 

1. Open Modules, Accounts Receivable, Main menu, Invoice Data Entry
2. Enter the Invoice Number to adjust. Click Accept at the message Invoice Number already used
3. Enter the Customer Number for the invoice. Click Yes at the message Invoice Already Exists. Adjust?
4. Review the Original Totals for the invoice, and then click OK.
5. On the Header tab, enter information (as needed):
   • Customer PO, Invoice Date, and any other information
6. On the Lines tab, enter the adjustments
   • To reduce the amount of an invoice, enter the change as a negative number.
     • Note: If adjusting a Credit Memo, enter a negative amount to adjust positively, and a positive amount to adjust negatively.
   • To increase the amount, enter the change as a positive number.
   • Entries will be made by selecting a miscellaneous item number or miscellaneous charge
     • Note: If selecting M (the default miscellaneous item code), you will need to also add a general ledger account
7. Accept and hit the printer icon, at this point you can change the posting date if needed.
8. Open Modules, Accounts Receivable, Main menu, Sales Journal to print and update the adjustment.

Notes:

• Invoices that include taxes may need to be adjusted using the Tax Detail button to input the correct amounts in each corresponding field so the transaction will balance. Tip: Review the original invoice and obtain the corresponding taxable, sales tax, invoice total amounts.
• The Invoice Date and Invoice Due Date can also be changed. Change the dates as desired within the data entry window, accept the entry (click the Totals tab first), and then update the A/R sales journal. A $0 adjustment can be processed to change the dates on the invoice.
• Comments can be added.
• Invoices generated from the Sales Order module should be adjusted by entering either a credit memo or debit memo.
• Invoices with Split Commissions cannot be adjusted directly. Must Issue a credit or debit memo from the Sales Order module.