Invoice Adjustments Feature
This new feature is introduced to adjust the invoice amount on the invoice details form and allocate the new invoice amount to all the chargeable invoice lines.
This simple adjustment feature is provided on the Project invoice at the line level for the Time & material billing method.
To access this feature, navigate to:
Sales > Invoices > Invoice Details > Project Based Lines > Select the line > Edit > Chargeable Transactions (tab)
A new section ‘Simple Adjustments’ is added in the form which consists of fields that are used for invoice amount adjustment and allocation.
Invoice Adjustments Fields
The ‘Simple Adjustments’ section in the Invoice Details form consists of the following fields:
| Field | Description |
|---|---|
| Current chargeable amount | Indicates the total amount to be invoiced |
| New chargeable amount | Indicates the new invoice amount to be allocated to the chargeable invoice lines |
| Is Invoice Line Adjusted | Indicates if the invoice lines have been adjusted either manually or through the invoice adjustment process |
Reset Allocation Button
A new button ‘Reset Allocation’ is provided on the Invoice Details form, which is used to reset the invoice amount allocation.
Any adjustments made on the invoice line will be reverted to the original invoice amount. The field ‘Is Invoice Line Adjusted’ will be set to No.
To access this feature, navigate to:
Sales > Invoices > Invoice Details > Project Based Lines > Select the line > Edit > Chargeable Transactions (tab) > Adjustments (button group) > Reset Allocation
Note: Once invoice is confirmed, Actuals will be created as per standard adjustment functionality.
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