Edit an adjustment

If you entered the credit amount incorrectly, you can edit the credit memo if the following conditions are met:

• You have not applied the decrease to any invoices.

• You have not closed the books.

After a credit memo is applied or the books are closed, you cannot edit the credit memo.

If you discover an error after you apply a credit memo or close the books, create a new debit or credit memo to adjust the decrease as needed.

1. Go to Accounts Receivable > All > Payments > Adjustments.

2. Find the adjustment you want to edit.

3. Select Edit at the end of the row.

4. Make your changes.

   For details, go to field descriptions.

5. Select Post.

1. Go to Accounts Receivable > All > Payments > Adjustments.

2. On the list, find the adjustment you want, and select Edit.
3. Add, modify, or delete information as needed.

   For details, go to field descriptions.

4. Select Post to save your changes.

Editing a date in a bill, invoice, or adjustment associated with a project requires you to do one of the following: 

1. Edit the transaction to remove the project, then post it.
2. Edit the transaction to change the date, then post it.
3. Edit the transaction to add the project back in, then post it.