Overview:
The Adjust Invoice Amounts window allows you to make adjustments or additions to items that make up the invoice PENTA is currently processing. This window also allows you to place any of those items on hold, and/or, marking items as non-billable as well as transferring the cost items to another job
You only need to use this screen if you review PENTA’s initial calculations for a given invoice cycle and decide to change invoice details before issuing the invoice to a customer.
After making your adjustments, use the Recalculate Adjusted Invoices window to recalculate the invoice amounts using the adjusting entries you make in this window. If you have PENTA recalculate, you can run the invoicing support reports to see that your adjustments produced the desired effect. You can also repeat the adjustment and recalculation phases until the invoice information is exactly as you wish it to appear.
Benefits:
- Easily and quickly override PENTA's invoice calculation on any transaction
- Easily and quickly add additional billing items (no cost)
- Mark items on hold, to be billed out in a future invoice
- Mark items as non-billable, never to be billed
Roles:
- Billing Clerk
Additional Content:
- N/A
Location:
- Billing and Accounts Receivable>Automated Invoice Processing> Adjust Invoice Amounts
Video: