Adjusting a Bill

From the Bills section, you can adjust and allocate the bill you are working with.

Note:

The Actions menu is disabled for written off bills. No adjustments can be made to written off bills.

You cannot adjust bills from a child account.

To adjust a bill from the Bills tab:

  1. On the account page, click the Bills section.

    In the Bills section, select the bill you want to work with.

    To locate a bill, see "Finding a Bill".

  2. From the Actions menu in the Bills section, select Adjust Bill.

    Bill Adjustment dialog box appears.

  3. For Adjustment, enter the amount or percentage you want to adjust.

    To increase the amount due, enter a negative number.

  4. For Effective, select the date.

  5. (Optional) Select Exclude taxes from the adjustment.

  6. From the list, select a reason.

  7. (Optional) Enter a note.

  8. Do one of the following:

    • To have the allocation distributed automatically, click Auto Allocate.

    • To specify allocation amounts, click Continue to manually allocate, and enter the amounts to allocate in the Allocate Adjustment dialog box.

Related Tasks

Making a Currency Adjustment