Billing Adjustments refer to any changes made manually to credits or charges on an invoice. You can view these adjustments to any invoice easily using the View Billing Adjustments process.
To begin, hover over Billing with your mouse.
Then, select Adjustments from the dropdown menu. This will take you to the Adjustments page.
If you know the date of the payment receipt that you want to view, use the calendar function to enter the date in the Invoice Date field. If you don't know the date of the payment receipt, leave it blank.
By default, HMS will only display unapproved billing adjustments. If you want to view all adjustments, check the Include Approved check box.
Click <Apply Filter> to generate an invoice list in the Invoices portlet.
Each item in the list generated will have the following information: a hyperlinked invoice date, the location and hotel at which the adjustment took place, the hotel number, approval status, adjustment amount, the ID of the person who made the adjustment, attached files, and, in the case of adjustments with "not approved" statuses, an action category that will let you Edit or Delete the adjustment.
You can also click the hyperlinked date of any adjustment and scroll down to view extra information on the adjustment, including the individual items and quantities that comprise the total adjusted amount.
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