The Adjustment button in the Invoice Detail section allows you to adjust a defined amount from the Payment already captured against an invoice. To do so, select the invoice record from the Invoice section and click the Adjustment button. The Payment window will open, in much the same way as it did for adding Payments.
This time however, the figure you enter into the Amount field will be subtracted from the Payment already captured here, rather than added to it. Once you have entered the required amount and recorded any Notes, click Add and the Adjustment will appear below, highlighted in orange. If you have made an error, you can click Remove to delete it. You can add as many adjustments as you wish. Once you are satisfied overall, click Save and the total amount you have recorded will then be deducted from the Invoice Payment amount already captured.
All Payments and Adjustments will appear in the Payment Detail section of the screen, allowing you to view the following information:
§ The Payment ID (each Payment/Adjustment added is automatically allocated a Unique ID)
§ The Type of Payment (i.e. if it is a Payment or an Adjustment)
§ The Amount (this will appear as a plus or minus figure, depending on the Type of Payment)
§ Any Notes that were captured when the Payment/Adjustment was being added
§ The Transaction Date
§ The name of the user who recorded the Payment/Adjustment (displayed in the Transaction By column)
The lower part of the screen then illustrates an overall summary of the Invoice and here we can see the following information:
§ The Invoice date
§ The Total Amount of the Invoice
§ The Total Payment received to date
§ The Remaining Balance outstanding on the Invoice