- Click on the Contacts tab, and select the contact that you would like to make the adjustment for.
- To the right of the contacts name, next to “Account Balance:” there is a dollar amount in blue, which you will click. The link will bring you to the clients accounts receivable ledger.
- Scroll over the invoice you would like to edit and you will see a link pop up saying “Adjust b/ce | View.” Click this link.
- Now you want to enter the amount, and choose whether or not to debit or credit the ledger.
- Click “Adjust” and you have successfully edited the balance.
Updated on December 12, 2019