Important Note
We do not currently support exporting adjustments on invoices that are tied to a Service Agreement or a Job.
Types of Invoice Adjustments
There are three primary types of adjustments you may need to apply:
Write Off
Refund
Overpayment
Write-Off Adjustment
A Write-Off is used when a customer refuses to pay the full invoice amount, and you decide to write off the remaining balance. Write-offs ensure that the Accounts Receivable (AR) balance for the associated invoice and customer is reconciled to $0.00. They cannot be applied to invoices with negative balances; in such cases, overpayment adjustments need to be considered instead.
Example Scenario
You complete a job for Customer A.
You raise an invoice for $1070.
The customer pays only $770 and refuses to pay the remaining $300.
The AR Balance of the customer now shows $300.
To move on from this situation, create a Write-Off adjustment for $300 in BuildOps and apply it to the invoice.
Refund Adjustment
A Refund is used when a customer has already paid in full but requests a partial refund for a job.
Example Scenario
You complete a job for Customer A.
You raise an invoice for $1070.
The customer pays the full amount of $1070.
Two weeks later, the customer is not satisfied with the job and requests a $300 refund.
The AR Balance remains $0 because the invoice was fully paid.
To process the refund, create an Adjustment of type Refund for $300 in BuildOps and apply it to the invoice.
Overpayment Adjustment
An Overpayment adjustment is used when a customer accidentally pays more than the invoiced amount, and you need to issue a refund for the excess payment.
Example Scenario
You complete a job for Customer A.
You raise an invoice for $1070.
The customer mistakenly pays $1100 ($30 more than required).
The AR Balance of the customer now shows - $30.00 because they have overpaid.
To refund the overpaid amount, create an Adjustment of type Overpayment in BuildOps for $30 and apply it to the payment.