Overview

Invoice Adjustments is possible in Paradigm when using the Accounting module. Some of the adjustments that you can add are the following:

Contact our Support Team if you have questions on the default adjustments mentioned above and if you want to discuss other adjustments which are applicable to your business or institution.

Workflow

Outlining the step-by-step instructions on invoice adjustments:

1. There are two areas where you can make the adjustments your invoices using the Accounting module: (1) Accounting > Summary (2) Accounting > Invoices. Whichever of the two areas you’ve chosen, go to the STUDENT INVOICE LIST section, click the ACTIONS button against the invoice that you want to adjust and then select the View Invoice option.

2. After clicking the View Invoice option, it will open the invoice details, go to the ITEMS section and click the ADD INVOICE ITEM button.

3. Go to the INVOICE HEADER section and click the SET TO IN-PROCESS AND DELETE PAYMENTS TO ITEMS button, and just click OK to confirm your action.

4. In the INVOICE ITEMS section, click the ADD INVOICE ITEM button to add the required adjustment item.

5. Go to the ADJUSTMENTS TO ADD section, select the required/appropriate adjustment item and click the ADD SELECTED AS ADJUSTMENTS button.

6. Go back to the INVOICE ITEMS section, click the EDIT button (pencil icon) against the adjustment item(s) that you just added, scroll down and edit the necessary amount under the EDIT INVOICE ITEM section and click the SAVE ITEM button to save the adjustment changes.

7. 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 pad, and click the ADJUST ITEMS button.