Adjustments, Credit Notes & Refunds

When you need to modify a sales invoice or refund a customer, this is done via Adjustments.
Adjustments are essentially another invoice that changes another existing invoice/sale.
Adjustments often have negative totals that give a contact 'credit' that can be used or 'refunded' later.

Example:

A customer changes their order.
Create an adjustment invoice to remove / add items.
If the items removed exceeds the value of the items added, Credit is created.
Credit can be used by customers later to pay for their orders.
Credit can also be 'refunded'.

Adjustments can also be used to correct mistakes, apply a discount, give a customer a credit to use on future sales or mark a sales invoice as a bad debt.

To further explore Adjustments, select from the following:

I want to:

View all adjustments in my account.
Create an adjustment for a sales invoice.
Understand the types of Adjustments and when to use them.
Understand using adjustments on Paid vs Unpaid invoices.
Refund a customer.
Allocate a credit to a customers unpaid sales invoice.
Void a customer credit.