This option is ONLY to be used in rare circumstances when an invoice needs to be modified to correct a financial issue that can't be made with a labor or expense adjustment.  This is intended to be a "safety net" and not intended for regular use - use with caution!  For example, you might use this feature if you noticed an error on an older invoice (several invoices back) and need to correct an inaccurate billing rate.  Rather than rescinding multiple invoices and lose specific invoice adjustment data, you can make a credit or debit to the current invoice using this financial adjustment feature to correct the problem.  
 

Step-by-Step Guide:

1. Access Projects

   To access the specific project, click on the Mega Menu → "Clients & Projects" → "Projects."
    

2. Select Management

   
   
   Find the applicable project from the list and click on the project name. A small menu appears, with three options: select Management
    

3. Select Adjustment

   
   
   From the Management page, click on the Adjustments button located in the top right-hand corner. This will open the Draft Invoice page.
    

   NOTE: This is only to be used for a financial adjustment that relates to a previous invoice. If you need to adjust a labor or expense item on a current invoice, see our Help Article: Labor & Expense Adjustments.

    

4. Make adjustments & Save

   
   
   
   
   On the Draft Invoice page, under Project Summary, click the pen icon beside the Adjustment tab.
   Enter the applicable financial adjustment details in the window that appears, then click Save when finished
    

   NOTE: Again, we can't stress this enough, this financial adjustment feature is ONLY to be used in the rare circumstances when an invoice needs to be modified to correct a financial issue that can't be made with a labor or expense adjustment.  This is intended to be a "safety net" and not intended for regular use - use with caution!

    

SUCCESS!!! 

• You have now learned how to make financial adjustments to a previous invoice!  
• If you need to adjust a labor or expense item on a current invoice, see our Help Article: Labor & Expense Adjustments.  
• If you have any other questions about invoices, check out our other Help Articles outlined in the Invoices 101 section.