Changing beginning balances for unpaid client invoices and finance charges

If any payments were applied and/or unapplied to a distribution on the invoice, you cannot change the row. However, you can add new rows, as needed, to change the total amount of the invoice. The total amount of the invoice cannot be less than the total paid amount. 

1. From the > Setup menu, click Company > Beginning Balances > Unpaid Client Invoices.
2. Click the invoice you want to change and click Edit.
3. Make changes, as needed, to the following:

• Unpaid client invoice information
• Finance charge client invoice information

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Unpaid client invoice

Field	Description
Entries tab:
Invoice date	The date of the invoice
Invoice number	The invoice number
Invoice amount	The total amount of the invoice
Activity type	The activity type of the distribution
Phase	The phase of the project associated with the distribution
Billing amount	The amount billed on this invoice for the distribution
Sales tax amount	The amount of sales tax on the invoice for the distribution
Attachments tab:
Category	The category of the attachment An attachment category is a group of documents with similar characteristics (for example, RFPs).
Description	The name of the attachment
Added	Date and time when the attachment was made
Notes tab:
Any notes for the invoice

Finance charge client invoice

Field	Description
Entries tab:
Finance charge date	The date of the invoice
Reference number	The number that identifies the finance charge invoice Ajera prefixes all finance charge numbers with FC- so that you can easily identify finance charges.
Amount	The total amount of the invoice
Notes tab:
Any notes for the invoice

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4. Click Save. If you have multi-company, the window closes after you save.

5. Click Close.