How Can Invoice Edit be Used to Adjust an Invoice?

The invoice edit forms let you edit an invoice before it is sent to a customer. The invoice can be adjusted by writing up or down invoice amounts or putting transactions on hold. When you put transactions on hold, you can put a portion of the invoice transaction amounts on hold and invoice the remaining amount. If milestone billing is used, you cannot hold a partial amount of the milestone.

Invoice edit forms (BR20.x) let you adjust invoice amounts after the invoice has been created by running Invoice Calculation (BR120) in update mode. To edit the calculated billing amounts before the invoice is created, you can use the BR40.x form series, which includes Revenue Billing Adjustment (BR40.1), Transfer (BR40.3), Write Up, Down (BR40.4), and Bill In Advance (BR46.1).

Changes to the invoice transactions are reflected against retainers and retention for the contract. However, adjustments to invoice amounts are not reflected on ceilings. Writing up an invoice amount may cause ceilings to be exceeded because the adjustment is reflected in applied balances, but not checked against ceilings.

Invoice edit lets you change billing amounts at various levels of detail. Changes can be made at the header, contract, line, posting activity, posting activity by account category, and transaction detail levels.

A change to the invoice at the invoice header level is less detailed where the total billing amount is changed. At the invoice detail level, you can make changes to the invoice lines. Changes at the line level adjust the line detail that is seen by the customer. At the posting activity level, changes can be made to a specific activity. The most detailed change occurs at the transaction detail level. If there are specific detail transactions that need to be adjusted in the invoicing process, they can be edited at the transaction detail level. Comments can be added at the transaction level, and these comments are printed at the line summarization level.