invoice_adjustment_record
[REQUIRES APPROVAL] Records a credit note, write-off or post-issue discount on an issued invoice. A credit_note is numbered from the credit note series, holds its tax at the invoice's rate and takes reason_code and credit_outcome: reduce_balance (default) lowers what is owed; refunded_outside records a refund the business made outside Simpler, moves no money and is how a 'paid' invoice gets one. write_off and discount_post_issue need a 'sent' invoice. Money is integer CENTS (amount_cents) or a decimal STRING (amount); caps: see preconditions. Refuses a draft, a cancelled invoice, an amount over its cap and dispute_settlement; each refusal names the fix. An agent's call parks for approval. NEXT: invoice_read.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| amount | No | Money as a decimal STRING ("1500.00" = $1,500.00), parsed server-side. Use amount_cents for integer CENTS instead — never convert units yourself. | |
| reason | No | ||
| partial | No | Confirms a deliberate PARTIAL write_off below the invoice's full remaining balance (checked only when adjustment_type is write_off) — resend the SAME call with partial:true; without it a below-remainder write_off refuses as a likely mis-carried amount. | |
| currency | No | ||
| invoice_id | No | ||
| occurred_at | No | ||
| reason_code | No | ||
| amount_cents | No | ||
| credit_outcome | No | ||
| invoice_number | No | Alias of invoice_id — the invoice's own number (tenant-unique), resolved server-side. | |
| adjustment_type | No |