Invoice Adjustments
This page contains instructions on how to make invoice adjustments
Last updated
Paradigm Knowledge Base
This page contains instructions on how to make invoice adjustments
Last updated
Invoice Adjustments are possible in Paradigm when using the Accounting module. Some of the adjustments that you can make are Alumni/Family 10% tuition fees, Commission Sales Tax, Return Sales Tax, Invoice Fee/Discount, Invoice Surcharge/Warranty, etc, see Pre-Defined Adjustments to Add in Paradigm.
Contact our Support Team if you have questions about the default adjustments you have in your system and if you want to discuss other adjustment items that apply to your business or institution.
Outlining the step-by-step instructions on invoice adjustments:
There are two areas where you can make adjustments to your invoices using the Accounting module: (1) Accounting > Summary and (2) Accounting > Invoices. Whichever of the two areas you choose, scroll to the STUDENT INVOICE LIST section, click the ACTIONS button against the invoice that you want to adjust and then click the View Invoice option.
After clicking the View Invoice option, the invoice overview screen will open and show the invoice details. Scroll to the ITEMS section and click the ADD INVOICE ITEMS button.
Go to the INVOICE HEADER section and click the SET TO IN-PROCESS AND DELETE PAYMENTS TO ITEMS button. This is needed because it is not possible to make adjustments to any items while payments have been applied to those items. The payments to the items must be deleted, then the adjustments can be made, and then the payments can be reapplied. You will need to click the OK button to confirm your action of deleting the payments from the items.
In the INVOICE ITEMS section, click the ADD INVOICE ITEM button to add the required adjustment item.
Scroll down to the ADJUSTMENTS TO ADD section, select from the available adjustment items and click the ADD SELECTED AS ADJUSTMENTS button. This will add the items to the invoice, using the default price that is currently in effect for that adjustment item.
Go back to the INVOICE ITEMS section and locate the adjustment item that you just now added. Click the EDIT button (pencil icon) for that record. Scroll down to the EDIT INVOICE ITEM section and edit the field called Unit Price as necessary and click the SAVE ITEM button to save the adjustment changes.
After editing the adjustment item amount, select the items to be adjusted, or click the header checkbox on the top right to select all, set the amount being paid, and click the ADJUST ITEMS button.
