Invoice Adjustment

Clicking on the  button on the DB Invoice form, as detailed in the Creating Invoices and Maintaining Invoices sections, will allow you to make certain changes to the Invoice:

The DB Adjust Invoice window will be displayed:

With the following buttons:

• : Click on this button to close the window.
• : This button will be available where the Voucher Status is authorised.  Clicking on this button will allow you to create a full payment transaction against the Invoice.  A Payment form will be displayed:

Add a Transaction Code, which is a mandatory field, change the Bank Account details, if required, and click on the  button:

Add details as required and click on the  button to create the transaction.  Then click on the  button.

The Voucher Status will now be displayed as

• : This button will be available where the Voucher Status is authorised.  Clicking on this button will allow you to create a full Credit transaction against the Invoice.  A Credit form will be displayed:

Add a Transaction Code, which is a mandatory field, add a Reason, if required, and click on the  button:

Add details as required and click on the  button to create the transaction.

Two buttons will then be displayed

• : Clicking on this button will close the form and you be returned to the Invoice on the DB Invoice form.  The Voucher Status will now be displayed as selected
•  button to create a new Invoice that is based on the details of this Invoice.

• : This button will only be enabled when the Invoice has been authorised.  When enabled clicking on this button will allow you to write off the amount on the Invoice.  A Write Off form will be displayed:

Add a Transaction Code, which is a mandatory field, add a Reason, if required, and click on the  button:

• : This button will only be enabled when the Invoice has been authorised.  When enabled clicking on this button will allow you add the Invoice to a different Debtor.  A Post to Correct Debtor form will be displayed:

Add the Debtor number to the  field.  Alternatively click on the Find Debtor button  located to the right of this field: .  This will open the DB Find Debtors form to allow you to search for the Debtor.  This is further detailed in the Debtor Enquiry section.

Add text to the Comments box, as required and click on the  button.

Then click on the  button to close the window.

You will be directed back to the DB Invoice form, displaying the Debtor just added.

• : If available, an overpayment can be made against the Invoice.  
• : This button will not be enabled if the Invoice has been authorised.  Clicking on this button will open a Transfer to New Dept/Sect form:

Select a new Department and/or a new Section and click on the  button.

Alternatively clicking on the  button will return you to the previous screen.

• : This button is disables as the functionality is not currently available.