If the customer has paid less than the invoice amount, the payment amount is changed to match the actual payment in the adjustment. The rest of the invoice remains open. 

After making the adjustment, the invoice can be printed with the remaining payable amount and sent to the customer again for payment.

If you want to align the open amount of the invoice, you have the following options:

• Use the Align Invoice function, in which case the open amount is marked as credit loss.
• Create a credit invoice for the open amount.
• If the reason for the open amount is a fee charged by the bank, the missing amount can be posted to e.g. bank fees when registering the adjustment

Invoice alignment

If you register an alignment via the invoice, it will automatically be adjusted to the right invoice.

1. Open the invoice to make an alignment.
2. Click the Align Invoice button on the ribbon.
3. The Invoice Alignment window opens.
   
4. Choose in the Debit Account field an account for registering credit loss.
5. Select Save and Close.
6. The amount is automatically adjusted to the invoice.
   • NOTE! No credit invoice is created when using the credit loss action.

Creating credit invoices

The open invoice amount can also be credited to the customer as follows:

1. Select Create Credit Invoice on the ribbon.
2. The system opens a credit invoice window. 
   
3. Fill in an Entry Date; the day to be shown as the credit date in the bookkeeping reports.
4. Fill in the amount to be credited in the Transactions and/or Expenses fields.
5. Save by clicking OK.

Payment adjustment deducting banking fees

This situation can occur when a payment is made from abroad, and the bank has deducted its own transfer fees from the payment. In this case, the payment must not be registered by clicking the invoice row, but in the Financial Management > Payments folder.

1. In the Financial Management > Invoices, find the original amount of the invoice and the payer.
2. When you’ve found the invoice information, move to the Financial Management > Payments folder.
3. Add the new payment by selecting New.
4. The payment amount should match the open amount of the invoice (in our example 200,00 €). Save it.
5. Go to the Adjustments folder in the payment window.
6. Click the little arrow under the ‘New’ button and choose ‘Adjustment’.
7. In the adjustment window that opens, find the invoice in question by clicking the magnifying glass.
   
8. Make a search using the Search field, and when you find the invoice, click OK.
   
9. In the EUR field, enter the actual payment amount, in this case 180 €. The debit account should be the bookkeeping account of the bank account.
   
10. When the change has been made, save and close.
11. Now 180 € of the payment has been adjusted to the customer’s invoice. Next, we need to adjust the missing 20 € to banking fees by making a posting.
12. Click the New button again and select Adjustment.
13. The system will automatically suggest the open amount of the invoice in the EUR field. Change as the Debit account the bookkeeping account to which the open amount should be posted (e.g., Banking Fees). In the Invoice field, choose the same invoice for which the previous adjustment was made:
    
14. Now the adjustment can be saved and closed. After the above-mentioned actions have been made, the invoice status is paid, and the invoice disappears from the open invoices list. 

In our example, the payment window and its adjustments look as follows: