How to Adjust an Invoice Balance

When to Use This

Use this method if:

• You need to remove a payment or credit that shouldn’t have been applied.

• You want to delete or edit an invoice that is currently locked as “Paid.”

• You need to set the invoice back to “Unpaid” to accept a different payment method.

Step-by-Step: Adjusting an Invoice Balance

1. Open the Invoice

Go to the invoice you'd like to adjust.

2. Open the Invoice Ledger

There are two ways to get to the invoice's ledger:

• Option 1: Click “View Transaction History for this Invoice”
  → Opens the ledger directly.

• Option 2: Click “Adjust Balance Owed”
  → Opens the ledger and brings up the adjustment pop-up automatically.

3. Click “Adjust Invoice Balance”

If you used Option 1, now click the “Adjust Invoice Balance” button at the top of the ledger.

4. Choose Transaction Type & Fill in Details

The Adjust Invoice Balance window lets you update the amount owed on the invoice.

• Debit → Increases the invoice balance (used to reopen it)

• Credit → Reduces the invoice balance (used to close it further)

To mark the invoice unpaid:

• Select Debit

• Enter the original invoice amount

• Add a clear note (e.g., “Reopening invoice to remove credit and reprocess payment”)

5. Review the Updated Balance

Before you click Adjust, the system will show the Invoice Balance After Adjustment. Use this to double-check your work.

Once confirmed, click Adjust to apply the change.

Best Practices

• Always use clear, dated notes for adjustments

• Only use this on invoices where no financial transaction was processed (e.g., credit used by mistake)

• If the invoice was partially paid via card, handle that part via the refund tool instead