I see on my invoice that the balance adjustment amount doesn’t have brackets next to it. What do I do?

The adjustment have been saved as a debit instead of a credit by accident. To correct this, follow the steps below:

  1. Got to Clients from your blue menu bar
  2. Click the desired client
  3. Click the grey/beige Accounting tab to the right
  4. Click on the desired Adjustment listed there
  5. Click the Edit button.
  6. Change the “Adjustment Type” to “Credit
  7. Click the Save button


Once this is completed, the invoice will adjust automatically so you will not need to delete and re-create it.



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