Summary
This guide walks you through how to adjust an individual invoice — editing the total or adding a charge — and explains how each adjustment is recorded as an Invoice Adjustment document.
Permissions required:
Invoice / Fee - View and Edit
Adjusting an Invoice
To adjust an invoice:
Open the invoice you want to change — from the Billing page, click a highlighted invoice number, or open it from the Billing History tab on the tenant's card.
In the top-right corner, click Adjust Invoice.
In the pop-up window, click the pencil icon next to the invoice total to edit the amount.
Click Add Charge to include additional line items.
Confirm your changes to save the adjustment.
Note: Adjusting the rent on an invoice does not automatically adjust a promotion or discount tied to that rent. Promotion line items are locked in when the invoice is generated and do not recalculate when you change the rent. See How Adjusting Rent Affects Promotions below.
Invoice Adjustment File
Every adjustment generates its own standalone Invoice Adjustment file, so each change has a supporting record you can open, download, or email.
Increase (Debit Memo) – An adjustment that increases what the tenant owes creates a Debit Memo, referenced as DM-{Invoice Number}, with a Total Charge.
Decrease (Credit Memo) – An adjustment that decreases what the tenant owes creates a Credit Memo, referenced as CM-{Invoice Number}, with a Total Credit.
Multiple adjustments – When more than one adjustment applies to the same invoice, the reference increments — DM2-, CM2-, DM3-, and so on. Each adjustment keeps its own document, and a later adjustment never changes an earlier one.
The document shows the facility logo, a title in the format Unit [Unit Number] Invoice Adjustment, the Memo #, Issued Date, and Applied to Invoice #, the tenant's name and address, the adjusted line items, and a summary total.
To open a document, click its reference in the tenant's Billing History. From the open document, use the three-dot (⋮) menu to Download PDF or Email Receipt, or click Original invoice to jump to the invoice the adjustment applies to.
How Adjustments Appear on the Invoice
When an invoice is adjusted, its original line items stay displayed at their original amounts. The change is shown in a separate Adjustments section rather than being folded into the line, and a note is added to the invoice footer describing what changed.
Example footer note: “This invoice was adjusted on 06/10/2026. Rent price decreased, resulting in a decrease of −$50.00. See CM-10342 for details.”
How Adjustments Appear in Billing History
On the tenant's Billing History tab, an adjustment appears with a Transaction Type of Invoice Adjustment. The Invoice column links to the related document — DM-{Invoice Number} for an increase, CM-{Invoice Number} for a decrease. This applies in both the operator view and the tenant portal.
Decrease example:
Increase Example:
How Adjusting Rent Affects Promotions
When an invoice is generated, any promotion or discount tied to the rent is calculated and saved as its own line item. That line item is locked in to the invoice — it does not recalculate if you later adjust the rent amount on that same invoice.
This means a rent change and a promotion change are two separate edits. If you want the promotion to reflect the new rent, adjust the promotion line item manually.
Example: Rent is $100 with a "10% off a full month of rent" promotion applied, so the promotion line item shows a $10 discount. If you adjust the rent down to $50, the promotion stays at $10 — it does not automatically drop to $5 (10% of the new $50 amount). To bring the discount in line with the adjusted rent, edit the promotion line item separately.
For more on reviewing and managing invoices, see Reviewing Invoice Billing History.