Can I apply a Balance Adjustment credit to an invoice?


You can apply a Balance Adjustment - Credit the same way you would apply a payment.


How to add a new balance adjustment and apply it to an invoice:

  1. Click on the Accounting tab
  2. Click on the Balance Adjustment button
  3. Enter your Client and change the Adjustment Type from Debit to Credit
  4. Fill in the rest of the information needed
  5. Select an invoice number and the amount to apply to that invoice and click Add
  6. Repeat for as many invoices as desired.
  7. When you are done, click the Save button

The Adjustment will now be added to the clients accounting and applied the invoices you selected.


How to apply an existing payment from the Accounting:

  1. Click on the Clients tab
  2. Click on the desired client
  3. Click on the client's Accounting tab
  4. Click on the Adjustment you wish to edit
  5. Click on the Edit button
  6. Under Invoice Number, choose the desired invoice
  7. Type in the amount you want applied to the invoice
  8. Click the Add button
  9. Then click to Save

How to apply an existing Adjustment from an Invoice:

  1. Click on the Invoicing tab
  2. Click on the desired invoice (if you cannot find it, click on the Find Invoice button and search by invoice number or client)
  3. Click on the Payments tab (It is located under the "Invoice Notes" text box)
  4. Then click the Add Payments button
  5. In the payment pull down menu, choose the adjustment that was previously added to the system
  6. The Amount will fill itself in but you can change it if you want the amount to be lower than the payment
  7. Press the Save button
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