Adjust Invoice (SkyBox)
By selecting Adjust Invoice, Payloop update SkyBox in one of two ways
- Adjust using a non-inventory item - Payloop will create a line item adjustment under Other Costs and Credits
- Adjust the inventory item amount - Payloop will update the line item directly under Invoice Lines
Adjust using a non-inventory item
Payloop will update Skybox by
- Creating a new line item with the adjustment amount
- Creating a new payment with the adjustment amount
Example:
There's a $2,400 penalty to an invoice. Reveal would create a new line item called "Adjustment from payment" for -$2,400.
Then, Reveal would enter a -$2,400 payment so that your net balance on the invoice equals $0.
Adjust the inventory item amount
Payloop will update Skybox by
- Updating the existing Invoice Line to the correct amount - adjustments for invoices that have multiple line items will be allocated on a weighted average basis
- Creating a new payment with the adjustment amount