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Recalculate Adjusted Invoices

Owned by Kyle Niekamp
Last updated: 06 22, 2022 by Claire Aleman

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

Additional Content

  • N/A

Location:

  • Billing & Accounts Receivable > Credit Memos / Reversals > Recalculate Adjusted Invoices

Video:

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