Overview:
During the automated invoicing process, one time billing adjustments/overrides may be needed. The Adjust Invoice Amounts window is where these adjustments can be made, however, at the completion of this setup, the invoice process will need to be recalculated prior to re-generating the Basic and/or AIA Invoice. The video below walks through how to kick off the recalculate adjusted invoices process.
Benefits:
- Quickly recalculate adjusted invoices without needing to cancel the invoicing process and starting over
Roles:
- Accounts Receivable Manager
- Billing Clerk
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- Billing & Accounts Receivable > Credit Memos / Reversals > Recalculate Adjusted Invoices
Video:
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