Make Manual Adjustments to Credits and Discounts

When you distribute credits/discounts automatically by following the instructions in Distribute credits/discounts on an open invoice, the amount may not be evenly distributed among the segments. For example, the credit/discount is $10.00 and there are 3 segments with the amount of $3.33 in each segment. You need to adjust one segment’s credit/discount to $3.34 to get the total $10.00.

To make manual adjustments to credits or discounts.

  1. Open the Invoice Line Item workform.
  2. Select the Totals tab of the segment you want to adjust.
  3. Select the credit and discounts box.

    4. The amount is highlighted.

  4. Type the adjusted credit/discount, and save the line item.