Introduction
In COS Business Engine, you may occasionally need to adjust a customer invoice due to billing errors, changes in services, or customer requests. The platform allows you to easily manage these adjustments to ensure accurate billing. This article provides a step-by-step guide on how to make an invoice adjustment in COS Business Engine.
Solution Overview
To begin the process of creating an Invoice Adjustment, select the "settings" icon in the upper-right side of the COS Business Engine Dashboard.
With the Settings prompt activated, users should then navigate to the Billing menu on the left-hand side of COS Business Engine and then select the "invoice adjustment templates" option to proceed.
Once you have navigated to the Invoice Adjustment menu, select the blue "+" icon to create a new Invoice Adjustment Template.
At this point, users will be prompted with entering key information pertaining to the new Invoice Adjustment. This information includes:
Description = This information will be presented on the Invoice.
Amount = Add the amount that should be adjusted. Make sure to add "-" if it's supposed to be a discount.
Price type = Select the price type that should be used.
When you have entered the information, continue to click on the save icon in the upper left-hand side.
Now that you have created a new Adjustment Template, you can apply it to a Order by selecting the "Orders" option under the Operations drop down. 
Once you have navigated to the "Search Orders" page, select the Order you wish to apply the Invoice Adjustment to.
On the page of the Order you have selected, click the "Links" menu and select "Create invoice adjustment" from the drop down to proceed.
The "Create Invoice Adjustment" page will allow you to apply your newly created Adjustment to the Order you have selected, by clicking the "Copy From Template" drop down. Once you have done so, click the blue "Create Invoice Adjustment" icon at the top of the screen to confirm this new Invoice Adjustment.
Please see the link below for a detailed walkthrough on this process.
Step-by-Step Instructions
Creating an Invoice Adjustment