[SM] How to adjust an SM Invoice

Created by Crystal Millington, Modified on Fri, 26 Dec at 3:10 PM by Crystal Millington

Invoices created in Service Management (SM) should be adjusted within the SM module rather than in Accounts Receivable (AR), as AR adjustments do not update SM records.


To adjust an invoice:

  1. Open SM Invoices and select the invoice to edit.

  2. Open the invoice in SM Invoice Review, make the necessary changes, and click Process.


Important: Do not attempt to edit an SM invoice using AR Invoice Entry. Doing so can break the link between SM and AR transactions and may cause AR balances to be out of sync with the General Ledger.

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