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Adjusting an Invoice

There are cases where an intenal department is forgiving an invoice and we charge that department for the accommodation. I want to uses the Invoice Item Adjustment feature, but I do not want to have this impact Sales Tax as we still owe those. I have been processing these as external payments and then re-classing the entry on the GL - but this is confusing our cash reports. I understand the Credit/Debit memo functionality is coming, but I need a way to adjust invoices now that allows me to adjust the entire balance without impacting the sales tax reports

1 REPLY 1
Guru

Re: Adjusting an Invoice

Hey Sandy, 

  At my company we have been creating a separate subscription with a one time courtesy credit in instances like this.  It is pretty much treated like a wash. I am not sure what others are doing.

 

Thank you,
Randi