Adjust Line Item Discount/Unit Price on a Prepaid Invoice

For prepaid invoices, you can adjust the unit price or discount at the line item level, and charges at the line item segment level.

To adjust the discount or unit price for a prepaid invoice line item:

1. Open the Invoice Line Item workform for the prepaid line.
2. Select Tools > Adjust from the menu.

   The Adjust Line Item dialog box appears.

   Note:
   Each time the Adjust Line Item dialog box is used for a prepaid invoice, it affects the invoice, its line item segments, and all linked funds. A fund transaction is posted for the amount of the adjustment in every fund linked to the invoice line item segments.

3. Choose one of the following Type options:
   • To adjust the discount, select Discount (%).
   • To adjust the unit price, select Unit Price.
4. To add a note, type it in the Note field. This note appears on the Payment History view of the Invoice workform.
5. In the Amount box, type the percentage if you are adjusting the discount, or a dollar amount if you are adjusting the unit price.
6. Click OK to submit your settings.

   If you are adjusting the unit price, the Record Check/Voucher Data dialog box appears with the adjustment amount.

7. If the Record Check/Voucher Data dialog box appears, enter the check or voucher number if you are sending or receiving a check for the adjustment, and click OK to complete the adjustment.

   The adjustment is made to the unit price or discount, the transaction is posted on the Fund workform, and on the Invoice workform-Payment History view.