Adjust Line Item Segment Charges on a Prepaid Invoice

To adjust charges on a prepaid invoice line item segment:

1. Open the Invoice Line Item workform for the prepaid line item.

Tip:
Click after selecting the segment.

2. Right-click the segment for which you want to adjust charges, and select Adjust Charges from the context menu.

The Adjust Charges dialog box appears.

3. Select one of the following Type options:
   • Shipping charges for charges for shipping the copies in the segment.
   • Cataloging services for charges associated with cataloging services for the segment.
   • Special handling for any special handling charges associated with the line item segment.
   • Service for any additional charge associated with the purchase of the items in this segment.
   • Binding format for any charge associated with binding that applies to the line item segment.
   • Other for any miscellaneous charges included in this segment.
4. Select an Action option:
   • Overwrite existing charge if the charge replaces any previous charge.
   • Add to existing charge if the charge is added to the previous charges.
5. If necessary, type a note in the Note box. The note appears on the Payment History view of the Invoice workform.
6. Type the amount you would like to adjust in the Amount box.
7. Click OK to submit your settings.

The Record Check/Voucher Data dialog box appears.

8. Click Check or Voucher to indicate the payment method.
9. If needed, type a check or voucher number in the Number box.
10. To enter a different date, type a date in the Date box or select it from the calendar.

Note:
If the number in the Amount box is not what you expected, you can cancel the operation and change the adjustment.

11. Click OK to submit your settings.

A message asks you to confirm the transaction.

12. Click OK to confirm the amount.

When the adjustment is completed, the message Charges adjusted successfully appears in the status bar of the Invoice Line Item workform.