How do I show the client the adjusted invoice?

Created by Liam Trimble, Modified on Thu, 18 Jul at 12:56 PM by Laura Gannon-Berg

Show the client the adjusted invoice

Q: We adjusted a bill to write it down and now need to recreate the bill to show the adjustment for the client. Is there a way to do this in Soluno? In another Sofware we were using we would simply use the “Recreate bill” button and it would show the reflected adjustment…

A: Use the Settlement Statement to show the Adjustments on the Invoice.

BILLING -> REQUEST INVOICE tab

Put in the File number.

A new option will appear in the dropdown list at the bottom left “Settlement Statement”.

Press Process and put in the Invoice Number on the next screen to create the Adjusted Invoice.

Don't run the entire Settlement Statement for all invoices, but rather put in the Invoice Number that was adjusted to see the new Invoice.

Press "OK".