Adjustments: Add or Credit Items After Acceptance

In Quotient you can make an Adjustment to a Quote even after it’s been accepted, making it easy to:

• Add new items if extra work or products are needed.
• Credit previously included items that are no longer required.
• Keep your customer in the loop with a clear, up-to-date breakdown.

When to Use Adjustments

Use adjustments any time after acceptance, even if an invoice has already been created. It’s a flexible way to keep Quotes and invoices accurate as things change.

Note: Adjustments are only available when Xero or QuickBooks are used to create invoices. Adjustments are not available on Quotes with a total of $0.00, or on Price Items with Subscriptions.

How to Make an Adjustment

1. From an accepted Quote, click ‘Add or Credit Items’.
2. In the adjustment editor:
   • To credit an existing item, tick the ‘Credit Item’ checkbox.
   • To add a new item, enter the item details and price (or duplicate an existing item).
3. Click ‘Save Adjustment’ to confirm.

What Happens Next?

Once saved:

• New items will automatically be included on the next invoice.
• Credited items are treated as follows: If the item was already invoiced, it will generate a credit note. If it hasn’t been invoiced yet, it will simply be removed from future invoices.

What Your Customer Sees

Your customer will always see an accurate and transparent summary of the adjusted Quote.

Credited items will appear clearly marked as removed, with their values struck out for clarity. Any new items added through the adjustment will appear just like standard Quote items but marked to indicate they were added later. This provides a professional and trustworthy experience, ensuring your customer understands exactly what changed.