Add Adjustment-Adjust Invoice Billed Amount
The Adjust Invoice Billed Amount page allows you to modify the billed amount for a particular invoice.
- See Add an Adjustment for instructions on accessing this page.
- To change the billed amount, click the Detail
icon next to the Revised Billed field, which allows you to adjust the quantity or rate.
Click here to see descriptions of the fields.
| Field | Description |
|---|---|
| Invoice Summary | Contains the invoice summary information such as, type and status of invoice, date billed and invoice due date, amount paid, and remaining unpaid balance. |
| Billing Code | Invoice billing code description. |
| Balance Type | Invoice billing code balance type (Invoice, Late Fee, or Finance Fee) description. |
| Current Billed | Current amount billed for the billing code and balance type. |
| Revised Billed | New total amount billed on the invoice. |
| Revised Payment | Revised billed amount for the billing code item and balance type. |
| Detail | Clicking the Detail icon opens the Adjust Invoice Billing Detail pop-up page. |
| Billing Net Charge | Amount of the adjustment based on the revised billed amount. It is the revised billed amount less the current billed amount. |
- Click Finish. The Add Adjustment Confirmation page opens, which allows you to view the status of the adjustment transaction.
Adjust Invoice Billing Detail
The Adjust Invoice Billing Detail pop-up page, accessed by clicking the Detail icon in the Detail column on the Adjust Invoice Billed Amount page, allows users to edit the invoice item quantity and/or override rate per unit.
- In Revised Quantity, if needed enter the revised invoice billing code quantity. The default is the amount of the invoice billing detail's revised quantity as displayed on the Adjust Invoice Billed Amount page. The acceptable range is -9,999,999.9999 through 9,999,999.9999 (including .0000).
- In Revised Override Rate/Unit, if needed enter the revised invoice billing code override rate per unit. The default is the amount of the invoice billing detail’s revised override rate per unit as displayed on the Adjust Invoice Billed Amount page. The acceptable range is -9,999,999.9999 through 9,999,999.9999 (including .0000).
- Click OK to save any changes and close the window.
Click here to see descriptions of the additional fields.
| Field | Description |
|---|---|
| Type | Type of invoice associated with the billing code. |
| Number | Invoice number associated with the billing code. |
| Billing Date | Date on which the invoice was billed. |
| Due Date | Date on which payment for the invoice is due. |
| Status | Current status of the invoice. |
| Billing Code | Billing code associated with the invoice. |
| Unit of Measure | Unit of measure used when ordering items on the invoice. |
| Current Quantity | Quantity of items on the invoice. |
| Original Billing Rate/Unit | Original billing rate per unit associated with items on the invoice. |
| Current Override Rate/Unit | Current override rate per unit associated with items on the invoice. |