Invoice total looks wrong
You will trace an invoice total back to the four things that decide it, the tax rate, the RCM switch, the adjustments on the booking and the company rounding, and correct the right one.
A Customer Invoice total is built from the booking amounts (Amount Excluding Tax per line), the Tax Rate picked on the invoice, whether Apply RCM is ticked, and the company’s Round off and No. of Decimal. When the total is not what you expected, one of those four is different from what you assumed.
Symptoms, Causes And Fixes
Symptom | Likely cause | Fix |
|---|---|---|
Tax is higher or lower than it should be | The wrong Tax Rate was picked, or the rate itself has the wrong percentage | Edit the invoice and pick the right rate; check the percentage under Settings › Tax Rates |
Tax shows but Amount to Receive excludes it | Apply RCM is ticked | If reverse charge does not apply, edit the invoice and untick Apply RCM; if the customer is marked RCM Applicable by mistake, fix the customer record too |
The line amount is not the freight you agreed | An Adjustment on the booking’s Customer Billing raised or lowered the Total Amount excl. tax | Open the booking, Add Amounts › Customer Billing, and check the Adjustment lines; correct them and the invoice line follows |
The total is off by less than one unit | Round off is on under Settings › Company, or No. of Decimal differs from the customer’s expectation | Agree with the customer whether totals round; change Round off only for future invoices |
Amounts show two decimals but your currency has three | No. of Decimal is 2 | Set No. of Decimal to 3 under Settings › Company before creating more invoices; existing totals are not recalculated |
A booking is missing from the invoice | The booking was not ticked when the invoice lines were added, or it was already on another invoice (Status Invoice Created) | Check the booking’s Status column on Bookings; add it to this invoice or find the one it is on |
The quotation total and the invoice total differ | The quotation has its own Adjustment, Tax and Round off lines | Compare the Sales Quotation under Bookings › Quotes & Orders with the booking amounts |
Received Amount is higher than the invoice | A payment was allocated against the wrong invoice | Open Payments › Customer Payments, find the receipt and change the allocation |
Check In This Order
- Open the invoice and read the Tax Rate and Apply RCM values.
- Open each booking on the invoice and check Add Amounts › Customer Billing for Billing Type, Adjustment and Total Amount excl. tax.
- Check Settings › Company for Round off and No. of Decimal.
- Check Settings › Tax Rates for the percentage behind the rate name.
- Compare with the printed invoice; the print uses the same figures.
Prevent It Next Time
- Name tax rates with their percentage so the wrong one is obvious.
- Settle Round off and No. of Decimal before the first invoice.
- Use named Adjustments rather than editing freight by hand, so the reason for a change is on the booking.
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.