Search for the agent whose invoice you'd like to make an adjustment to.

Click on the Action button of the invoice that you'd like to add an adjustment to the amount for.

Alert! \
You will only see the Edit Invoice option if the invoice is in Open or Overdue status. Any invoices in Pending status will not be available for adjustment until the task associated with the invoice is completed.

Tip!\
Enter the amount that you are wanting to adjust the total amount by. Do not enter the expected total.

In this example, I wanted to adjustment the invoice to be $50 less than the current total. To accomplish this, I entered "-50".

Leave any comments detailing the reason for the adjustment if desired. Click "Save"

Verify that the new Balance Due is the amount you were expecting.

INVOICE

# BEC-11995

OPEN

BALANCE DUE

$250.00

You can see the cost adjustment shown here as a separate line item with the comments that were left detailing the reason for the adjustment.

Cost Adjustment

[Jess Perry] Agent only owes original cost of $250. Readjusting invoice total to $250.

The bottom left corner of the invoice will show the overall Audit Log for the invoice and any changes made.

INVOICE

# BEC-11995

OPEN

BALANCE DUE

$250.00

Bill To
Ann Joseph-Feeley
jessicaann181@gmail.com

Invoice Date : 10/28/2024

Due Date : 11/04/2024

#	Item & Description	Price	Quantity	Amount
1	

Business CardsAdmin Invoicing

Invoice for Business Cards ordered on behalf of Ann.

	$2.22	1	$250.00
	

Cost Adjustment

[Jess Perry] Additional $50 owed. New invoice total should be $300.

	(+) $50.00		
	

Cost Adjustment

[Jess Perry] Agent only owes original cost of $250. Readjusting invoice total to $250.

	(-) $50.00		

Total Due

Sub Total	$250.00
Tax (7%) *	$0.00
Total	$250.00
Notes0
Audit Logs
10/28/2024 03:29 pm
Jess Perry created the invoice
10/28/2024 03:29 pm
Jess Perry adjusted the invoice
10/28/2024 03:32 pm
Jess Perry adjusted the invoice

Click this button to edit the Invoice Date.

Click this button to edit the Invoice Due Date.

Verify that the dates have updated to what you entered.

Invoice Date : 10/29/2024

Due Date : 11/05/2024

Click into the dropdown to select the agent that should have received this bill.

Once you find the agent, you can enter any comments to indicate why the change was made.

Verify that the agent who should have received this invoice is now showing under "Bill To".

Click this text field and enter the desired description change.

Click here to verify that the change was saved.

Click here to review all changes that have been made to the invoice through the Audit Logs.

INVOICE

# BEC-11909

OPEN

BALANCE DUE

$30.00

Bill To
Tucker Thayer
tucker.thayer@be0310.com

Invoice Date : 10/29/2024

Due Date : 11/05/2024

#	Item & Description	Price	Quantity	Amount
1	

Zillow Ad

Zillow Ad for Residential Listings Only

- 8392 West Boulevard, Denver, CO 80014

	$0.00	1	$30.00
	

Cost Adjustment

	(+) $25.00		
	

Cost Adjustment

[Jess Perry]

	(+) $5.00		

Task 

Zillow Ad

Done

Jess Perry

Total Due

Sub Total	$30.00
Tax (7%) *	$0.00
Total	$30.00
Notes0
Audit Logs
10/07/2024 10:45 am
Invoice pending for marketing order - Zillow Ad
10/28/2024 11:04 am
Invoice created upon task completion
10/28/2024 11:24 am
Jess Perry adjusted the invoice
10/30/2024 03:02 pm
Invoice item description updated by Jess Perry
10/30/2024 03:49 pm
Jess Perry changed invoice date from 10/28/2024 to 10/29/2024
10/30/2024 03:49 pm
Jess Perry changed invoice due date from 11/04/2024 to 11/05/2024
10/30/2024 03:51 pm
Jess Perry changed "Bill To" to Tucker Thayer
10/30/2024 03:54 pm
Invoice item description updated by Jess Perry

This guide provides a straightforward process for adjusting invoice amounts for agents, ensuring accuracy in billing. By following the steps outlined, users can easily navigate the system to make necessary adjustments, communicate changes clearly, and maintain proper records. It's essential for anyone involved in invoicing to understand these procedures to enhance accountability and efficiency in financial transactions.

How to Edit an Invoice

Edit an Invoice Price

Edit an Invoice Date & Due Date

Edit the Billed Agent

Edit the Item Description