Creating an Adjustment Note

1. You'll find the Adjustment Notes option under Sales. From there you can click the + Add Adjustment Note button to create a new Adjustment Note.
   

Note: you need to first have an Invoice for a Customer that you want to apply this note to.

 

2. You will notice this next screen looks very similar to a standard Invoice, except you have some different adjustment types.

 

3. After you add a Customer, you are prompted to link an Invoice. Clicking this field will show you a number of invoices you have created for the Customer, ordered by date. You can also search this field. 

 

4. Selecting an Invoice to link will provide you with a small amount of invoice data, including the date it was created, the total provided, and the balance due.

 

5. Let’s take a look at the Adjustment Type field on the top right.

 

• Assign to Invoice provides the ability to target a linked invoice. The total amount applied in the Adjustment Note cannot exceed the invoice total owed.
• Write refund allows traditional refunds to be created without assigning them to a particular invoice, useful for when the refund exceeds the invoiced amount or covers multiple invoices
• Assign credit brings the ability to apply a credit to a customer rather than a refund, this is able to be applied to a later invoice

6. For each of these options, you will need to add a line item. Whatever you add here will be provided as a cost for your business instead of a cost for the customer. So for instance, if the original invoice was for 1 item at $50, adding that same item here in the line item would be a way to provide a 100% refund for the item in question.