Adjustment Notes
How do I create an adjustment note to apply to customer invoices? I am not able to make the quantity a negative amount.
Forum Discussion
Hi there!
I’d love to help you get this sorted. Just to make sure I’m on the right track, are you trying to remove an item from an invoice you’ve issued, or are you looking to refund an item from an invoice that’s already been paid?
If the invoice has already been paid, you won’t be able to edit it. You’d need to record a full refund instead.
If the invoice hasn’t been paid yet, you can jump in, edit it, and resend the updated version to your customer. If you do this, make sure to use the notes section to document the changes to the invoice; this will make sure that your customer (and the ATO, if needed) can see exactly what is happening. This could be something like:
"Item X with a price of $10 removed from invoice as per agreement, new total is $90"
Let me know if this answers your question, and if I’m way off, give me a shout and I’ll make sure you get the right details.
