Adding Adjustments to Existing Invoices

Invoice Adjustments

Adjustments can be added to invoices through the Adjustments section of the invoice detail page.

Important Note About Ticket Changes

If you need to modify information on the scale ticket itself (such as weight, product, or pricing), you must first remove the ticket from the invoice. Then, navigate to the Posted Scale Tickets page and use the Batch Edit function to make changes to the ticket. Once the ticket is corrected, it can be re-added to the invoice.

Invoice adjustments are intended for modifications that do not involve changes to the underlying ticket data.

Adjustment Types

There are three types of adjustments available:

• Product Adjustments -- Modify line item pricing or quantities
• Freight Adjustments -- Add or modify delivery charges
• Tax Adjustments -- Adjust sales tax calculations

When you select an adjustment type, a set of related dropdown options will appear to help you specify the details of the adjustment.

Positive and Negative Adjustments

Adjustments can be entered as either positive or negative values:

• Positive adjustments add charges to the invoice
• Negative adjustments reduce the invoice total, effectively crediting the customer

To reduce the invoice amount, enter the adjustment as a negative number (e.g., -$50.00).