---
id: CON-ACC-TRX-002
name: Invoice Adjustment
feature: FEAT-ACC-TRX-02
product_area: accounting
module: transactions
revision: 1
status: superseded
product_intent: proposed
implementation_evidence: observed
source_sha:
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
definition: Invoice adjustment is the superseded grouping for correction facets now explained within Invoice.
owned_by: MOD-ACC-TRX
synonyms:
  - adjustment
  - memo
not_to_be_confused_with:
  - 'An amendment (a change to the invoice itself, allowed only while its batch is open)'
  - 'A refund (money paid back to the customer, which an adjustment may free but never pays)'
  - A void (cancelling an invoice that had nothing applied)
facets:
  - name: Credit memo
    meaning: A memo separately records a reduction and related tax treatment.
    used_for: Retaining the former correction grouping.
  - name: Freed money
    meaning: Released allocation value becomes available on its receipt.
    used_for: Preserving the earlier paid-value facet.
  - name: Debit memo
    meaning: A memo separately records additional billed value.
    used_for: Retaining added-charge context.
  - name: Write-off
    meaning: Abandonment records an uncollectable outstanding amount.
    used_for: Retaining the earlier debt facet.
  - name: Negating document
    meaning: Opposing records retain the reason an adjustment was undone.
    used_for: Preserving correction history.
  - name: Billing reversal
    meaning: Cancellation coordinates adjustments and return treatment.
    used_for: Retaining the former compound-operation facet.
relationships:
  - to: CON-ACC-TRX-001
    statement: The invoice provides the active home for adjustment facets.
    provenance: observed
    source: 'services-accounting:modules/transactions/db/credit-memos.table.ts'
  - to: CON-ACC-TRX-003
    statement: Reduction can release allocation value to the contributing receipts.
    provenance: test
    source: >-
      services-accounting:modules/transactions/tests/integration/services/change-memos/credit-memo-allocations.integration.spec.js#it
      frees the newest check’s remaining 15.00 first, then 15.00 of the older check, each holding what was
      freed from it
  - to: CON-ACC-TRX-004
    statement: Billing cancellation can use credit for fee and remainder treatment.
    provenance: observed
    source: 'services-accounting:modules/transactions/services/reversals/reversal-commands.ts'
  - to: CON-ACC-TRX-006
    statement: Adjustment documents retain their own financial reference and history.
    provenance: observed
    source: 'services-accounting:modules/transactions/db/write-offs.table.ts'
lifecycle:
  - state: issued
    meaning: Immediate issue establishes the adjustment’s dated effect.
    how_it_changes: An opposing memo or write-off can restore the earlier position.
  - state: void or reversed
    meaning: Opposing detail retains the cancelled adjustment history.
    how_it_changes: The completed undo cannot repeat.
acted_on_by:
  - CAP-ACC-TRX-003
  - CAP-ACC-TRX-004
  - CAP-ACC-TRX-014
visible_to:
  - ACT-ACC-012
  - ACT-ACC-002
  - ACT-ACC-021
evidence:
  - >-
    services-accounting at f47cb263875bbc0c5640fba7dae6785ec32695f8: docs/accounting/credit-memos.md,
    debit-memos.md, write-offs.md, reversals.md; docs/architecture/accounting-2.0/02-decisions.md (M1-4 to
    M1-6, A-2, A-5, D-06); docs/milestones/ACCT-M1-books-and-invoices.md (D5 to D8);
    docs/debt/memo-on-partly-recognised-line.md; modules/transactions/db/credit-memos.table.ts,
    debit-memos.table.ts, write-offs.table.ts, reversals.table.ts.
  - >-
    react-console at baf6dae382d6f41dce976c7f848667ccc37e076f: components/accounting/memos/*, write-offs/*,
    reversals/*, invoices/reverse-invoice-screen.tsx; journeys ACT-ACC-0192 to 0197, 0327, 0328.
supersedes: []
---

# Invoice Adjustment

## What It Is

This retained concept identifies the earlier grouping of invoice correction documents. Its active explanation now belongs to Invoice.

## What It Is Not

It no longer establishes a separate broad concept for the planning layer.

## How It Is Used

Existing references remain resolvable while capabilities continue to describe their own outcomes.

## Its Facets

Credit and debit memos, released money, abandonment, opposing documents and billing reversal are invoice facets.

## How It Relates

Invoice supplies the current conceptual home. This superseded record preserves the earlier identity.

## What It Could Become

Further correction behavior should extend the invoice’s facets rather than revive an independent adjustment concept.