Adjust Invoice Line Item Segment Credits and Discounts

To adjust invoice credits and discounts for prepaid invoice line item segments.

  1. Open the Invoice Line Item workform for the prepaid line.
  2. Right-click the segment for which you want to adjust credits or discounts, and select Adjust Credits from the context menu.

    3. Tip:
    Click after selecting the segment.

    The Adjust Amount Credited/Discounted dialog box appears.

  3. Select one of the following options:
    • Overwrite existing value to change the amount credited/discounted to the amount you specify.
    • Adjust existing value to change the amount you specify to the amount credited/discounted.
  4. To include a note, type it in the Note box.
  5. Type the amount to credit or discount in the Amount box.
  6. Click OK to submit your settings.