Creating an invoice adjustment

Creating an invoice adjustment 3Shape LMS is quick and simple.  You are able to do so from the edit/create invoice pop-up screen in Billing; or, as shown below, in the case record. You can enter a positive or negative amount as its own line item or for an individual line item on the invoice.

1) From Case Record > scroll down to Invoice > Edit Invoice

2) In the pop-put window click "Add item" under the specific line item

3) Select "Invoice Adjustment" from drop-down menu

4) Enter positive or negative amount in Unit Price

Invoice Adjustment as its own line item:

2) Click "Add New Tooth/Item"

3) Select "Alloy/Item Charge" from drop-down menu and click "Add"

4) Enter or select "Invoice Adjustment"

5) Enter positive or negative amount & click the blue Complete button

*Please note, if you delete the invoice, it will not show up in Create Invoices queue until the manufacturing is complete. You will need to recreate from the case record if you want to invoice before the case is completed.