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Creating manual adjustments to revenue
Creating manual adjustments to revenue
Rob Farmer avatar
Written by Rob Farmer
Updated over a week ago

You can create manual adjustments to revenue by navigating to the subscription detail page:

  1. Click the "Customers" menu option at the top of the application

  2. Click the appropriate customer

  3. Click the subscription you would like create the adjustment for

  4. Click the revenue tab

  5. Click the "Add Adjustment" button

Creating an adjustment will create a negative revenue schedule to back out revenue over the period you choose. In turn, journal entries will be modified to represent the resulting revenue total for that month.

Note: you will need to enter a positive adjustment amount to back out revenue. Creating a negative adjustment amount will result in revenue being increased.

Creating manual adjustments makes it easy to adjust revenue without creating credits in your accounting system. Some scenarios where adjustments are useful are:

  • Terms of your contract have changed

  • A customer is issued a refund or credit

  • A customer cancels

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