Adjustments can be made on any existing Invoice or Bill where a Payment or partial Payment has been taken. The Invoices tool bar shows the Adjustments icon listed in its menu.

Simply highlight any existing Invoice or Payment to an Invoice that you need to make an Adjustment to and then click the Adjustments icon similar to the view you see below. The Adjustment window will open with the information pre-populated into the fields for you to complete the Adjustment to.

When you have completed the adjustment. The view you will see within Invoices will be similar to what you see below. Any Adjustments and Refunds will be listed in Yellow like the example you see below.

The Payment Type youe see highlighted in Yellow here is what you have specified on the previous screen in the 'Payment Type' field. These types can be customized using the Blue Plus at the right of the field. The choices you specify will then be available when you as you process Adjustments and Returns.