Adjust Comment Invoice For Free

An AR adjustment is a transaction that applies a credit or debit in order to modify the amount owed by a customer.

You might say something like, Thank you for your order. Remember you save 20% if you pay within 5 days. That's a $15 savings on today's invoice. Or, if you're trying to promote electronic payment, you might say, Thank you for your business. Save 10% if you pay online.

Receivables lets you make either positive or negative adjustments to your invoices, debit memos, chargebacks, on-account credits, deposits, and guarantees. You can approve adjustments that are within your approval limits and give pending statuses to adjustments that are outside your approval limits.

Tips for how to write an invoice via emailInclude the invoice as an attachment. Don't paste your invoice into the body of the email.Include all the important information in the subject line.Consider using an invoice template.Make sure your invoice includes everything the client needs to know.

An invoice adjustment changes the distribution or amount of the invoice. This could be used to apply a late fee to the invoice balance or to apply an overall discount.

Itemize the goods or services sold to the customer along with the costs and quantities. Place a total at the bottom. Add up all charges and at the bottom of the invoice write Total next to the total amount due. Include the payment terms.

If the invoice is unpaid and posted:In Records, Invoices, open the invoice record.Select the Invoice tab and verify the Status is Pending.Click Invoice, New Adjustment from the menu bar.Enter the Adjustment date, New transaction amount (this can be the same), Adjustment post date, Reason and any applicable Notes.More items...