How to Adjust a Bill

Purpose: This job aid explains the procedure for adjusting a bill in SF Financials.

Note: Once a bill has been finalized by the Single Action Invoice process, it cannot be directly modified. The Adjust Entire Bill page allows you to create a credit bill for the original invoice. If the Credit and Rebill option is selected (see Step 5), a copy of the original invoice is also created with a status of ‘NEW’.

Step 1: On the Financial homepage, select the Billing tile.


Step 2: The Bill Entry Search page will appear by default. Select Adjust Entire Bill.



Step 3: The Adjust Entire Bill Search page will appear. Business Unit will default to ‘SFGOV’. We can search for a bill to adjust by Invoice, Customer, or Contract. Here, we will search for a DPH invoice. Enter ‘DPH’ and click Search.


Step 4: For this example, we will select Invoice ‘DPH0000001783’.


Step 5: The Adjust Entire Bill page appears with some information about the original bill. Once a bill has been finalized by the Single Action Invoice process, it cannot be directly modified. The Adjust Entire Bill page allows you to create a credit bill for the original invoice. If the Credit and Rebill option is selected, a copy of the original invoice is also created with a status of ‘NEW’.

For this example, in the Select Bill Adjustment Action section, select Credit & Rebill. 


Step 6: In the Rebill Default Action section, Retain Original Invoice Value will be selected by default. This option retains the customer information from the original bill. The Use Current Customer Value will use current customer information on the rebill. Click the Look Up Adjustment Reason button.


Step 7: Select the appropriate Reason Code. For this example, click the Wrong Amount Billed link.


Step 8: Click the Save button.


Step 9: In the Adjustment Results section, there are two new Invoice IDs created by the Adjust Entire Bill process. One invoice is created to credit the original invoice, and the other invoice is created for rebilling.

After the two new invoices are finalized and posted into Accounts Receivables, you can create a maintenance worksheet to offset the original invoice with credit invoice.


You have successfully learned how to adjust a bill.

End of Procedure

Audience: All Billing Users

Author: Rob Conner

Version: 1.1