Make Manual Adjustments to Charges

When you distribute charges automatically following the instructions in Distribute charges on an open invoice, the amount may not be distributed evenly among the segments, and you may need to make slight adjustments. For example, the shipping charge is $10.00 and there are 3 segments. The shipping charge that appears in each segment is $3.33, for a total of $9.99. You need to adjust one segment’s shipping charge to $3.34.

To make manual adjustments to charges on an invoice:

1. Open the Invoice Line Item workform
2. Select the Charges tab, and select the charge you want to adjust.
3. Type the adjusted charge, and save the invoice line item.