Step 1: Access the Billing Section
Log into your GreatLab.io account.
Navigate to the Billing and then Invoices section from the main menu on the dashboard. This section is where you manage all payment-related activities.
Step 3: Open the Invoice or Payment Record
Search and select the Invoice that the adjustment is related to
A detailed view of the invoice will open, showing the original amount, payments made, and any outstanding balance.
Look for the Financials or the specific client’s account where the adjustment is needed, by clicking on the View Client button
Step 4: Initiate the Adjustment Process
In the Financials tab locate the Manually Transactions fields
Complete all necessary fields, like date and type of payments. In this case, select Adjustment
Type in Amount to be adjusted. Please note that the system will recognise negative amounts also.
Select the invoice/invoices that you want to adjust
Click on Add Payment to allocate
Step 6: Save and Confirm the Adjustment
The system will automatically update the client’s account with the new payment amount or balance due.
Step 8: Payments Report
To track all payments or adjustments made, navigate to the Reports section.
Generate a detailed report on payment adjustments for your records or financial reconciliation.
By following these steps, you can successfully make a payment adjustment on GreatLab.io, ensuring that all payments and balances are accurately recorded.
If you encounter any issues or need further assistance, feel free to contact our support team!