Open Billing → Receivables → Invoices and select the intended invoice.
Review checklist
- Customer or account and billing period.
- Included reservations or billable items.
- Subtotal, additions, taxes, credits, and total.
- Current payment or balance information.
- Whether the invoice state matches the company’s approved workflow.
Before making a financial adjustment, identify whether the error belongs to the invoice, a payment, or the underlying reservation. Keep support screenshots free of full card data and other unnecessary personal information.